CONTRACTAPPROVED

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

Disclosed value: Approximately $66,000 annually; From agenda
Approved: Feb 10, 2026

What it covers

The Council approved using the City of Dania Beach contract with Public Trust Advisors, LLC to provide investment management services at an annual cost of $66,000.

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 10, 2026
Vendor: Public Trust Advisors LLC
Agency: Wellington village
Source document: Village of Wellington Meeting Agenda 2026-02-10 (Agenda)

Public Trust Advisors LLC's other public contracts

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

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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 10, 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 Meeting Agenda 2026-02-10 (Agenda), dated February 10, 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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