RIA Intel›Advisers›Massachusetts›FIDELITY DIVERSIFYING SOLUTIONS LLC

FIDELITY DIVERSIFYING SOLUTIONS LLC

Advisory

N·BOSTON, MA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$18.9B
1-Year AUM Growth
+500.0%
3-Year CAGR
0.0%
Employees
44
Assets Under Management
Total AUM$18.9B
Discretionary AUM$18.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees44
Investment Advisers44
Employee Growth (1Y)+4.8%
Filing History
Total Filings on Record15
First FilingSep 28, 2021
Latest FilingJul 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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