RIA Intel›Advisers›Massachusetts›FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Advisory

N·BOSTON, MA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Total AUM
$6.5B
1-Year AUM Growth
+49.8%
3-Year CAGR
—
Employees
93
Assets Under Management
Total AUM$6.5B
Discretionary AUM$6.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52,688
Team
Total Employees93
Investment Advisers194
Employee Growth (1Y)+13.5%
Filing History
Total Filings on Record35
First FilingMay 28, 2019
Latest FilingJan 9, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 7+ years
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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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