FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD #301896 SEC #801-116860 BOSTON, MA 617-563-7000
SEC Registered
Total AUM
$6.5B
Discretionary
$6.5B
Employees
194
Clients
--
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Dec 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Aug 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Jun 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| May 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Apr 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Mar 2025 | $6.5B | $6.5B | $0 | 194 | 51,820 |
| Nov 2024 | $3.9B | $3.9B | $0 | 174 | 47,856 |
| Sep 2024 | $3.9B | $3.9B | $0 | 174 | 47,856 |
| Jul 2024 | $3.9B | $3.9B | $0 | 174 | 47,856 |
| Jun 2024 | $3.9B | $3.9B | $0 | 174 | 47,856 |
| Mar 2024 | $3.9B | $3.9B | $0 | 174 | 47,856 |
| Feb 2024 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Jan 2024 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Sep 2023 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Aug 2023 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Jun 2023 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Mar 2023 | $2.6B | $2.6B | $0 | 132 | 13,071 |
| Jan 2023 | $2.8B | $2.8B | $0 | 124 | 1,797 |
| Sep 2022 | $2.8B | $2.8B | $0 | 124 | 1,797 |
| Jul 2022 | $2.8B | $2.8B | $0 | 124 | 1,797 |
| Mar 2022 | $2.8B | $2.8B | $0 | 124 | 1,797 |
DateDec 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateDec 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateAug 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateJun 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateMay 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateApr 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateMar 2025
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees194
Clients51,820
DateNov 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees174
Clients47,856
DateSep 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees174
Clients47,856
DateJul 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees174
Clients47,856
DateJun 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees174
Clients47,856
DateMar 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees174
Clients47,856
DateFeb 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateAug 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateJun 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees132
Clients13,071
DateJan 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees124
Clients1,797
DateSep 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees124
Clients1,797
DateJul 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees124
Clients1,797
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees124
Clients1,797