Fidelity Institutional Wealth Adviser LLC

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Assets, Funds, Holdings

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Fidelity Institutional Wealth Adviser LLC
CRD #301896
SEC #801-116860
CIK #
AUM $2.6 BB (2023-03-28)
Employees 124 (45% Investors, 87% Brokers)
Phone617-563-7000
Address245 Summer Street
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02010201420192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,546 0.0
(b) Individuals (high net worth individuals) 165 1.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 110 0.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 60 1.6
(n) Other 0 0.0
Total 154 2.8
By Discretionary
Discretionary 154 2.8
Non-Discretionary 0 0.0
Total 154 2.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.8
Total 154 2.8
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Fidelity Management & Research Hong Kong Limited
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FMR Investment Management UK Limited
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Fidelity Management & Research Japan Limited
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Ballyrock Investment Advisors LLC
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Fidelity Institutional Wealth Adviser LLC
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Fidelity SelectCo LLC
CO 0.0
FMR Co Inc
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Comparable Firms State AUM ($BB)
Halbert Hargrove Global Advisors LLC
CA 2.7
Capital Asset Advisory Services LLC
MI 2.7
Cain Watters & Associates LLC
TX 2.7
Western Wealth Management LLC
CO 2.6
Howland Capital Management LLC
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Highpoint Advisor Group LLC
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AdvisorNet Financial Inc
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IFG Advisory LLC
GA 2.5
Sa Stone Investment Advisors Inc
AL 2.5
Stifel Independent Advisors LLC
MO 2.5
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