FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

Overview

Fidelity Institutional Wealth Adviser LLC operates as an investment adviser and capital allocator for individuals, families and institutional clients. Formed as a limited liability company and registered with the SEC in 2019, the firm offers portfolio management for both personal and business/institutional accounts, plus manager selection services and client education. Its fee model mixes percentage-of-AUM billing with fixed fees, and the firm identifies as an active ESG investor, integrating environmental, social and governance considerations into portfolio construction. The adviser maintains a broad set of industry affiliations that support access to pooled investment vehicles and third‑party managers: broker‑dealer relationships, other registered advisers, commodity pool/CTA arrangements, banking and trust firms, insurance companies and roles as sponsor or general partner. That structure and its “selection of other advisers” capability position the firm as a gatekeeper to external managers and alternative funds when clients need private‑market or niche exposures.

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Location & Offices