Wealth Enhancement acquires Spectrum Wealth Management and Putman Group
Yahoo Finance·2025-12-17 19:58

Wealth Enhancement has acquired Spectrum Wealth Management, an independent registered investment adviser (RIA) based in Irvine, California, US, along with its affiliated certified public accounting firm Putman Group. The transaction will add a team comprising an adviser, 14 financial professionals, and five support staff into Wealth Enhancement, overseeing more than $182m in client assets. Spectrum Wealth Management founder and principal Benjamin Ross Putman leads this team alongside Sanaz Afshar, Josep ...