Fidelity Tax Exempt Markets
$48.0M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$21.0M
$360M
2022
2025
Same-firm comparison: 1 firms that reported Fidelity Tax Exempt Markets in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Encompass More Asset Management Llc | $48.0M | $985M | 4.9% | 03/21/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.