Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice [Yahoo! Finance]
Unifi, Inc. New (UFI)
Last unifi, inc. new earnings: 4/30 05:15 pm
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Source: Yahoo! Finance
MINNEAPOLIS Dec. 16, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired Spectrum Wealth Management, an independent RIA, and its affiliated certified public accounting firm, Putman Group, in Irvine, California. The team of one advisor, 14 financial professionals, and five support staff oversees more than $182 million in client assets and is led by Benjamin Ross Putman, CPA, CFP®, CEPA, PFS, CDFA, Founder and Principal, Sanaz Afshar, CPA, Joseph Reese, CPA, and Allan Ottens, CPA. Jeff Dekko, Chief Executive Officer of Wealth Enhancement, "Spectrum Wealth Management is an impressive and highly credentialed team. We're particularly excited about their deep specialization in tax planning, which is a critical component of our integrated wealth management model." Spectrum Wealth Management believes that the best financial decisions are made with a complete view of one's financial picture
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UFI
News
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UFI
Earnings
- 11/4/25 - Miss
UFI
Sec Filings
- 12/5/25 - Form 4
- 12/3/25 - Form 4
- 12/1/25 - Form 4
- UFI's page on the SEC website