FINANCIAL_SERVICESTERMINATED

District Ends Retirement Consulting Agreement With Wells Fargo

The Orange County Water District Board will terminate its Institutional Consulting Services Agreement with Wells Fargo Advisors for retirement plan advisory support. This step is part of a transition to a new fiduciary advisory relationship.

Status
TERMINATED
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Wells Fargo Advisors
Agency
Orange County Water District · CA

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Existing Institutional Consulting Services Agreement with Wells Fargo Advisors will be terminated; no renewal or extension is anticipated.
Document type
AgendaPacket
Source document
Orange County Water District AgendaPacket 2026-08-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Orange County Water District?

Wells Fargo Advisors was awarded this financial services contract by Orange County Water District, as recorded on August 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Orange County Water District AgendaPacket 2026-08-05 (AgendaPacket), dated August 3, 2026 from Orange County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wells Fargo Advisors hold?

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

View Wells Fargo Advisors's profile

What is Orange County Water District currently buying?

Explore Orange County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Orange County Water District's profile

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