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Committee Discusses Wells Fargo Pension Investment Portfolio

Cromwell Fire District
Disclosed value
Investment portfolio end-of-month total of $2,106,618.34; investment income of $44,512
From minutes
Document date
Oct 6, 2026

The 30-second brief

What it covers

The Pension Committee discussed the Wells Fargo-connected pension investment portfolio managed by Constitution Wealth Management. The reviewed portfolio totaled $2,106,618.34 and earned $44,512 in investment income.

Who holds it

Wells Fargo holds this financial services contract with Cromwell Fire District. Its other public contracts on record include work for City of Beaumont and Douglas County Libraries.

What happens next

Term as filed: Ongoing pension investment and custodial services.

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Contract details

Contract type
Financial Services
Amount
Investment portfolio end-of-month total of $2,106,618.34; investment income of $44,512
Document date
October 6, 2026
Term
Ongoing pension investment and custodial services
Vendor
Wells Fargo
Agency
Cromwell Fire District
Source document
Cromwell Fire District Minutes Pension Committee Meeting 2026-10-06 (Minutes)

Wells Fargo's other public contracts

City of Beaumont, CaliforniaBeaumont Reports Ongoing Wells Fargo Banking Services · Oct 25, 2026Douglas County Libraries, ColoradoDouglas County Libraries Transitions Banking Services to Wells Fargo · Oct 24, 2026UndisclosedCucamonga Valley Water District, CaliforniaAuthority Reports Wells Fargo Money-Market Investment · Oct 23, 2026$547.5City of Kodiak, AlaskaKodiak Continues Wells Fargo Sweep Banking Relationship · Oct 21, 2026Castro Valley Sanitary District, CaliforniaCVSan Transitions Banking Services From Wells Fargo · Oct 20, 2026UndisclosedAll Wells Fargo contractsVendor profile

More Cromwell Fire District contracts

WEBSTERFire District Transfers Pension Funds to Webster · Oct 6, 2026$65KConstitution Wealth ManagementPension Committee Reviews Constitution Wealth Management Portfolio · Oct 6, 2026NYHARTNyhart Pension Valuation Report Reviewed by Committee · Oct 6, 2026UndisclosedWells FargoPension Committee to Review Wells Fargo Investments · Oct 6, 2026UndisclosedWells FargoFire District Transfers $65,000 From Wells Fargo · Oct 6, 2026$65KAll Cromwell Fire District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Cromwell Fire District?

Wells Fargo was awarded this financial services contract by Cromwell Fire District, as recorded on October 6, 2026. The contract value is Investment portfolio end-of-month total of $2,106,618.34; investment income of $44,512.

How much is the Wells Fargo contract with Cromwell Fire District worth?

The Wells Fargo contract with Cromwell Fire District is valued at Investment portfolio end-of-month total of $2,106,618.34; investment income of $44,512, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Cromwell Fire District Minutes Pension Committee Meeting 2026-10-06 (Minutes), dated October 6, 2026 from Cromwell Fire District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Wells Fargo hold?

Wells Fargo 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 Cromwell Fire District currently buying?

Explore Cromwell Fire District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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