FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CRD 301896File 801-116860

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.38B

Top 10% of cohort (national)

Discretionary AUM

$9.38B

Clients

65,862

1,435 accounts

Employees

209

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jun 28, 2019
Principal office: 245 SUMMER STREET, BOSTON, MA, 02210
Phone: 617-563-7000
Website: https://www.youtube.com/@FidelityInstitutional

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.38B
Discretionary AUM: $9.38B
Non-discretionary AUM: $0
Discretionary accounts: 1,435
Non-discretionary accounts: 0
Total accounts: 1,435
AUM per client: $142K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1,335	$4.84B
Charitable organizations	5	$0
Other investment advisers	451	$0
High net worth individuals	4,169	$4.23B
Banking or thrift institutions	Fewer than 5	$0
Individuals (other than high net worth individuals)	59,902	$320.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.