School Considers Investment Account with Westlake Private Wealth
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Description
Bridges Charter School’s Board will vote on a resolution to open an investment account with Westlake Private Wealth Management to manage school investment funds. The relationship will include designated signers and defined authority for account management.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 18, 2026
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