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CIBC PRIVATE WEALTH ADVISORS, INC.
CRD 109644File 801-57986
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$67.84B
Top 10% of cohort (national)
Discretionary AUM
$64.42B
Non-discretionary $3.42B
Clients
9,235
29,019 accounts
Employees
610
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 27, 2000
- Principal office
- 181 WEST MADISON STREET, 36TH FLOOR, CHICAGO, IL, 60602
- Phone
- 312-368-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $67.84B
- Discretionary AUM
- $64.42B
- Non-discretionary AUM
- $3.42B
- Discretionary accounts
- 28,718
- Non-discretionary accounts
- 301
- Total accounts
- 29,019
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 427 | $17.93B |
| Investment companies | 6 | $2.06B |
| Charitable organizations | 402 | $1.86B |
| High net worth individuals | 2,020 | $34.76B |
| Pension and profit sharing plans | 309 | $950.3M |
| State or municipal government entities | 8 | $384.3M |
| Individuals (other than high net worth individuals) | 6,063 | $9.73B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11E2
- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 9236 | 9235 |
| 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.