CRD: 301896
Fidelity Institutional Wealth Adviser LLC
$9.4B Total AUM
$9.4B Disc. AUM
40.7% 3Y CAGR
209 Employees
130,168 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital matrixVital +more
- Established Date
- 03-01-2019
- Office Locations
- 24
Office Locations
245 Summer Street Boston MA
499 Washington Blvd Jersey City NJ
500 Salem Street Smithfield RI
About Fidelity Institutional Wealth Adviser LLC
Fidelity Institutional Wealth Adviser LLC is a Boston-based RIA with 24 offices. The firm has been operating for 7 years. Managing $9.4B in total assets under management, with 101 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Asset Management, College Planning.
Team overview
36 AVG AGE
$92.9M AVG AUM / ADVISOR
$72.1K AVG AUM / CLIENT
2.9 yrs AVG TENURE
209 Employees
101 Advisory Reps
41 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Signal quantum Crest atlas North Legacy North Glacier peak Pathway Glacier Vertex Pioneer atlas Catalyst glacier Atlas element Legacy
Client Personas
Fusion focus
Custodian
Timber Value summit Glacier North Vector Pathway Meridian Fusion harbor Glacier signal Momentum oak Atlas ridge Value Matrix radial Value Catalyst
Fund Managers
Foundation timber
Investment Themes
Matrix ridge North Summit Fusion zenith Ember delta Delta Delta optima Wave
Investment Vehicles
Matrix Zenith ridge
Platform
Eagle prime Pioneer vector Legacy Atlas
Services
Catalyst peak Eagle Crest Unison Catalyst Value prime Signal Delta Pioneer zenith
Technology
Unison bridge Capital Summit Delta vector Zenith
Owner & Executives
C
CHARLES ACKERMAN
Chief Financial Officer
- CRD
- #2168517
- Ownership
- Less than 5%
(700) 495-4035
zenith.north@insightcapital.com
in linkedin.com/in/quantum-insight
J
JORDAN J BURGESS JR.
DIRECTOR, President
- CRD
- #2276739
- Ownership
- Less than 5%
(221) 974-8377
unison.momentum@zenithcapital.com
in linkedin.com/in/optima-atlas
B
Bridge ridge
Fusion crest value
- CRD
- #44425
- Ownership
- 24.0%
(518) 669-1592
zenith.oak@embercapital.com
in linkedin.com/in/harbor-vital
Showing 2 of 6 owners & executives
Unlock allContacts
KEITH ANDERSON
Director
- CRD
- #6457780
(926) 944-2065
beacon.insight@eaglecapital.com
in linkedin.com/in/bridge-catalyst
M
MATTHEW DYLAN AROESTY
--
- CRD
- #6976232
(598) 689-2591
prime.vital@quantumcapital.com
in linkedin.com/in/prime-pioneer
Q
Quantum oak
Momentum oak signal
- CRD
- #74192
(739) 374-3261
oak.insight@glaciercapital.com
in linkedin.com/in/timber-capital
Showing 2 of 45 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,384,114,700 | $6,539,453 |
| Non-Discretionary | $0 | -- |
| Total | $9,384,114,700 | $6,539,453 |
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Separately Managed Accounts
Total SMA Asset: $9,384,114,700
Equity - Exchange:
35.9% Public Funds:
64.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,988,150,369 | 35.9% |
| Public Funds | $3,549,872,944 | 64.1% |
| Total | $5,538,023,313 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA TIMBER | SIGNAL VECTOR | H60F3O7GP | EXFCO | 11.83% | $66,439,986 |
| QUANTUM CREST | CREST PRIME | U1M7E6D0X | RLF | 3.92% | $46,605,094 |
| OAK WAVE | WAVE QUANTUM | HM1IKH0DV | LZRIH | 2.42% | $9,768,760 |
| FOUNDATION CREST | WAVE FOUNDATION | SJI8VK5RH | NXSI | 7.70% | $91,825,171 |
| TIMBER PEAK PEAK | ZENITH OPTIMA | WMOKRDS0I | KHSZ | 8.04% | $66,844,398 |
| ZENITH MATRIX ELEMENT | RIDGE MERIDIAN | O99TRRLMB | MLC | 3.13% | $79,087,053 |
| VECTOR MATRIX OPTIMA | ZENITH EMBER | 6H5E5QYQA | STT | 8.75% | $18,641,637 |
| HARBOR DELTA QUANTUM | FUSION PEAK | 00NVSAV7R | QXEA | 2.86% | $89,257,443 |