Investment adviser · CRD 301896
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $9.38B Form ADV · Item 5.F
- Client accounts
- 1,435 Accounts, not individual clients
- Employees
- 209 Reported in this filing
- Advisory professionals
- 101 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 1,335 | $4,838,126,442 | 51.6% |
| High-net-worth individuals | 4,169 | $4,225,292,854 | 45.0% |
| Individuals | 59,902 | $320,695,404 | 3.4% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Charities | 5 | $0 | 0.0% |
| Other investment advisers | 451 | $0 | 0.0% |
Filing source
Form ADV 2076484 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
245 SUMMER STREETBOSTON, MA, 02210, United States
CRD 301896
Filing source
Form ADV 2076484 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.