College Recommends Closing Wells Fargo Investment Account
- Disclosed value
- $36,180 in management fees for fiscal year 2026
- From agendapacket
- Document date
- Oct 8, 2026
The 30-second brief
Wilkes Community College’s Investment Committee recommended closing its Wells Fargo investment account after determining that Wells Fargo Bank did not meet the applicable registered-investment-advisor requirements. The college plans to move the investment balances to U.S. Treasury Bills and may seek proposals for future investment management services.
Wells Fargo holds this financial services contract with Wilkes Community College. Its other public contracts on record include work for Dallas County Juvenile Justice and Housing Finance Authority of Miami-Dade County.
Term as filed: Over 30 years; proposed closure of the account and transfer of investments to U.S. Treasury Bills.
See who signed off on this contract.
See who signed offFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Amount
- $36,180 in management fees for fiscal year 2026
- Document date
- October 8, 2026
- Term
- Over 30 years; proposed closure of the account and transfer of investments to U.S. Treasury Bills
- Vendor
- Wells Fargo
- Agency
- Wilkes Community College
- Source document
- Wilkes Community College AgendaPacket Board of Trustees Meeting 2026-10-08 (AgendaPacket)
Wells Fargo's other public contracts
More Wilkes Community College contracts
Questions about this contract
Who was awarded the financial services contract by Wilkes Community College?
Wells Fargo was awarded this financial services contract by Wilkes Community College, as recorded on October 8, 2026. The contract value is $36,180 in management fees for fiscal year 2026.
How much is the Wells Fargo contract with Wilkes Community College worth?
The Wells Fargo contract with Wilkes Community College is valued at $36,180 in management fees for fiscal year 2026, covering financial services work.
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 Wilkes Community College AgendaPacket Board of Trustees Meeting 2026-10-08 (AgendaPacket), dated October 8, 2026 from Wilkes Community College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
Show 2 more questions
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 Wilkes Community College currently buying?
Explore Wilkes Community College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.