Bridges Charter School Agenda Board Meeting 2026-06-15
Investment Account To Use Wells Fargo Advisors Network
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Description
The proposed investment account for Bridges Charter School would be held through Wells Fargo Advisors Financial Network LLC, supporting Westlake Private Wealth Management’s fiduciary services. This arrangement would provide a brokerage platform for managing the school’s invested funds.
Contract Details
Vendor
WELLS FARGO ADVISORS FINANCIAL NETWORK LLC (WFAFN)
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 15, 2026
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