Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets [Yahoo! Finance]
Unifi, Inc. New (UFI)
Last unifi, inc. new earnings: 4/30 05:15 pm
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US:NYSE Investor Relations:
investor.unifi.com/investor-overview
Company Research
Source: Yahoo! Finance
announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio . The team oversees more than $4.3 billion in client assets and is led by Eric Wulff , Chief Executive Officer. Upon completion of the deal, expected to close in May 2025 , Marcum Wealth's client assets will be added to the $107.5 billion Wealth Enhancement currently manages. Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, "We are thrilled to partner with Marcum Wealth, a like-minded firm that shares our commitment to providing exceptional wealth management services. The partners' backgrounds within an accounting firm environment makes the team uniquely positioned to deliver advanced planning to complex clients,
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UFI
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UFI
Earnings
- 2/5/25 - Miss
UFI
Sec Filings
- 4/16/25 - Form 8-K
- 4/11/25 - Form SCHEDULE
- 3/5/25 - Form 4
- UFI's page on the SEC website