CONTRACTONGOING

City Transitions Investments to BV Private Wealth

City of Kennedale
Document date
Oct 21, 2025

The 30-second brief

What it covers

Kennedale’s Finance Director reported that the City is transitioning its investment account from Baird to BV Private Wealth to access new products on the Fidelity platform. The move is expected to bring the Baird account balance to zero by November 30, 2025.

Who holds it

Bv Private Wealth holds this financial services contract with City of Kennedale. Its other public contracts on record include work for KENNEDALE TOWNCENTER DEVELOPMENT DISTRICT.

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Contract details

Contract type
Financial Services
Document date
October 21, 2025
Source document
Kennedale City Council Minutes October 2025 (Minutes)

Bv Private Wealth's other public contracts

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Questions about this contract

Who was awarded the financial services contract by City of Kennedale?

Bv Private Wealth was awarded this financial services contract by City of Kennedale, as recorded on October 21, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Kennedale City Council Minutes October 2025 (Minutes), dated October 21, 2025 from City of Kennedale. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bv Private Wealth hold?

Bv Private Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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