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Wellington village Awards Financial Services Contract to Public Trust Advisors LLC (February 2026)

Wellington village logoWellington village
Disclosed value
approximately $66,000 annually
From agenda
Awarded
Feb 9, 2026

The 30-second brief

What it covers

Wellington will use a City of Dania Beach contract for investment management services by Public Trust Advisors, LLC at roughly $66,000 annually.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Wellington village. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

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Contract details

Contract type
Financial Services
Amount
approximately $66,000 annually
Document date
February 9, 2026
Vendor
Public Trust Advisors LLC
Agency
Wellington village
Source document
Village of Wellington Agenda 2026-02-09 (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

More Wellington village contracts

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Questions about this contract

Who was awarded the financial services contract by Wellington village?

Public Trust Advisors LLC was awarded this financial services contract by Wellington village, as recorded on February 9, 2026. The contract value is approximately $66,000 annually.

How much is the Public Trust Advisors LLC contract with Wellington village worth?

The Public Trust Advisors LLC contract with Wellington village is valued at approximately $66,000 annually, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Village of Wellington Agenda 2026-02-09 (Agenda), dated February 9, 2026 from Wellington village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Wellington village currently buying?

Explore Wellington village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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