FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

245 Summer Street
Boston, Massachusetts 02210
Tel: 617-563-7000

About FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC, formally registered with the SEC as FIDELITY INSTITUTIONAL WEALTH ADVISER LLC. The firm was established in 06/28/2019. They have over 25 offices throughout the country.

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,931,298,951 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 174 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301896
SEC#	801-116860
Assets Managed by Firm	$3,931,298,951
No. of Clients	423
No. of Advisors	174

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (OVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	423	$3,931,298,951
Individuals (other than high net worth individuals)	45658	$69,308,594
High net worth individuals	1350	$1,693,258,628
Corporations or other businesses	610	$2,168,731,729

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