Fidelity Institutional Wealth Adviser LLC

Overview

Fidelity Institutional Wealth Adviser LLC is an SEC-registered institutional RIA (registered in 2019) that acts as a capital allocator for both individual/family and institutional clients. The firm operates under a mix of percentage-of-AUM and fixed-fee billing and provides portfolio management for individuals, small businesses and institutions, selects outside advisers, and runs educational seminars and workshops. It is classified as a limited liability company and lists a range of industry affiliations including broker-dealer relationships, trust and banking connections, insurance-company ties, and roles as sponsor or manager of pooled vehicles. The adviser is not identified as an active ESG investor. It is structured to allocate client capital across third-party managers and internally managed strategies rather than functioning solely as a single-manager boutique.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices