Board Authorizes Investment Account with Wells Fargo Network
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Description
Bridges Charter School Board authorized an investment account operated through Wells Fargo Advisors Financial Network, LLC, in conjunction with Westlake Private Wealth Management. The arrangement includes dual-signature requirements for large transactions and remains in effect until modified by the Board.
Contract Details
Vendor
WELLS FARGO ADVISORS FINANCIAL NETWORK LLC
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 18, 2026
Contract Term
Authorization remains in effect until rescinded or modified by the Board of Directors
Renewal Info
Open-ended authorization for the investment account; continues until the Board of Directors rescinds or modifies it.
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