Wealth Enhancement Acquires Spectrum Wealth Management and Putman Group

December 15, 2025

Wealth Enhancement acquired Spectrum Wealth Management, an independent RIA based in Irvine, California, along with its affiliated tax practice Putman Group. The deal expands Wealth Enhancement’s integrated wealth management and tax planning capabilities and increases its presence in California, bringing the firm’s total client assets to more than $131.2 billion.

Targets
Spectrum Wealth Management, Putman Group
Location
California, United States
Transaction Type
Buyout

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