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.
- Buyers
- Wealth Enhancement
- Targets
- Spectrum Wealth Management, Putman Group
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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