FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Boston, United States · CRD 301896
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$9.4bn
- Main clients (by assets)Companies 52%, High net worth individuals 45%, Individuals 3%
- Form ADV · 2026-03-30SEC adviser record
- Kindhedge funds, private equity, real estate, structured credit, mutual funds, institutions, futures, FCA fund manager
- Others nearbySmithfield, RI, Boston, MA, London, Hong Kong, Salt Lake City, UT, Latonia, KY
- FamilyFMR LLC · 9 related pages · largest: FMR LLC
As an employer
- Staff (Form ADV)209 · 101 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Boston, MA (main office)United States | 1 |
| Smithfield, RI2 officesUnited States | 91 |
| Westlake, TX2 officesUnited States | 12 |
| Durham, NCUnited States | 8 |
| Jersey City, NJUnited States | 7 |
| Merrimack, NHUnited States | 5 |
| New York, NYUnited States | 3 |
| Chicago, ILUnited States | 1 |
| Covington, KYUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.