Bridges Charter School AgendaPacket Board Meeting 2026-05-20
Board To Consider Westlake Private Wealth Investment Account
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Description
Bridges Charter School will consider authorizing an investment account with Westlake Private Wealth Management to manage school funds in alignment with a newly adopted investment policy. The account will be administered through Wells Fargo Advisors Financial Network with designated board-authorized signers.
Contract Details
Vendor
WESTLAKE PRIVATE WEALTH MANAGEMENT
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 20, 2026
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