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 $3.9 BB (2024-07-16)
Employees 174 (48% Investors, 75% Brokers)
Phone617-563-7000
Address245 Summer Street
Boston, MA 02210
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 45,658 0.1
(b) Individuals (high net worth individuals) 1,350 1.7
(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 376 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 250 0.0
(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 610 2.2
(n) Other 0 0.0
Total 423 3.9
By Discretionary
Discretionary 423 3.9
Non-Discretionary 0 0.0
Total 423 3.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.9
Total 423 3.9
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FIAM LLC
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Fidelity Management & Research Hong Kong Limited
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FMR Investment Management UK Limited
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Ballyrock Investment Advisors LLC
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Fidelity Institutional Wealth Adviser LLC
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Fidelity Management & Research Japan Limited
2.8
Fidelity SelectCo LLC
CO 0.0
FMR Co Inc
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Fidelity Investments Money Management Inc
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