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CIBC PRIVATE WEALTH ADVISORS, INC.
CRD 109644 · SEC 801-57986
181 WEST MADISON STREET, 36TH FLOOR, CHICAGO, IL, 60602, United States
Phone
312-368-7700
Fax
312-368-7750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$67.84B
Discretionary AUM
$64.42B
Team
610 total employees; 220 advisory reps; 2160 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersINDEX PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6063 | $9.73B |
| High net worth individuals | 2020 | $34.76B |
| Investment companies | 6 | $2.06B |
| Pension/profit sharing plans | 309 | $950.3M |
| Charitable organizations | 402 | $1.86B |
| State/municipal entities | 8 | $384.3M |
| Corporations/business entities | 427 | $17.93B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD