CIBC PRIVATE WEALTH ADVISORS, INC.
Latest filing: Apr 03, 2025 (121 days ago)
AUM
$61,112,966,756
7% change vs. 1 year ago
-17% change vs. 3 years ago
126% change vs. 5 years ago
454% change vs. 10 years ago
Employee Count
570
6% change vs. 1 year ago
28% change vs. 3 years ago
32% change vs. 5 years ago
218% change vs. 10 years ago
Main Office
CHICAGO, IL
181 WEST MADISON STREET, CHICAGO, IL, UNITED STATES, 60602
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $57.6 |
| Non-Discretionary | $3.5 |
| Total | $61.1 |
| Client | AUM |
|---|---|
| Retail | $41.4 |
| Pooled | $1.3 |
| Institutional | $18.5 |
| Total | $61.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 6,844 | $11.1 |
| Average Individual AUM | $1,623,610 | |
| HNW | 2,156 | $30.3 |
| Average HNW AUM | $14,047,973 | |
| Retail Total | 9,000 | $41.4 |
| Average Retail AUM | $4,599,935 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | NEW YORK-NY-USA | $28.2 |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | TORONTO--CAN | $9.5 |
| FIDELITY BROKERAGE SERVICES LLC | NY-NY-USA | $8.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $59.9 |
| Retail SMA AUM | $41.4 |
| Institutional SMA AUM | $18.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 70% | $41.9 |
| Equity Non-Exch | 1% | $0.6 |
| Govt Agency | 3% | $1.8 |
| Municipal | 5% | $3.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $1.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 12% | $7.2 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $1.8 |
| Other | 4% | $2.4 |
| Total | 100% | $59.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CIBC ASSET MANAGEMENT INC. | $141.8 | 106508 | |
| CIBC NATIONAL TRUST COMPANY | $0.0 | trust company | - |
| CIBC WORLD MARKETS CORP. | $0.0 | broker-dealer | 630 |
| CIBC DELAWARE TRUST COMPANY | $0.0 | trust company | - |
| CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY | $0.0 | trust company | - |
| CIBC INVESTOR SERVICES INC. | $0.0 | broker-dealer | - |
| CANADIAN IMPERIAL BANK OF COMMERCE | $0.0 | - | |
| CIBC BANK USA | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| MARKWALTER, JOHN, SHEEHAN | CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER |
| CAMPBELL, GREGORY, BRENT | GENERAL COUNSEL & ASST SECRETARY, DIRECTOR |
| DONABEDIAN, DAVID, LAZARUS | CHIEF INVESTMENT OFFICER |
| CAREY, PAUL | CHIEF FINANCIAL OFFICER |
| BURNS, KEVIN, J | DIRECTOR |
| CHRISTENSEN, ZACHARY, S | DIRECTOR & ASSISTANT SECRETARY |
| CECIL, PHILIP, WAYNE | SECRETARY |
| SPILLANE, TODD, L | CHIEF COMPLIANCE OFFICER |
| VASQUEZ, DIANA, KIFARKIS | DIRECTOR |
| SETTY, KISHORE | PRESIDENT |
ADVDB.CO • SOURCE: SEC
Representatives
155 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DAVID PIERCE | CHICAGO | IL | S63|2007-05-07|S65|2000-11-17 | ||||||
| ANDREW GOLDEN | CHICAGO | IL | S63|2001-12-10|S65|2022-03-25 | ||||||
| JON HENDERSON | CHICAGO | IL | S63|1991-12-19|S65|1994-01-25 | CHARTERED FINANCIAL ANALYST | |||||
| LISA MULLANEY | CHICAGO | IL | S66|2004-09-10|S63|2015-02-25|S65|2024-03-12 | ||||||
| MATTHEW ROMA | CHICAGO | IL | S63|2013-03-07|S65|2010-08-20 | ||||||
| ALEXANDRA FUHRMANN | CHICAGO | IL | CHARTERED FINANCIAL ANALYST | ||||||
| DUNCAN EDWARDS | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| DANIEL SILVER | CHICAGO | IL | CHARTERED FINANCIAL ANALYST | ||||||
| ZACHARY NEWARD | CHICAGO | IL | S66|2006-03-23 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| WILLIAM PARKER | CHICAGO | IL | S63|2007-12-19|S65|2018-12-10 | ||||||
| ELIZABETH KALLENBACH | CHICAGO | IL | S65|2015-04-22 | ||||||
| JUSTIN AMICO | CHICAGO | IL | S65|2022-02-14 | ||||||
| ROBERT JOHNSON | CHICAGO | IL | S63|2005-09-30|S65|2023-06-12 | ||||||
| MATTHEW MEIKLEHAM | CHICAGO | IL | CHARTERED FINANCIAL ANALYST | ||||||
| JOHN MCKENNA | CHICAGO | IL | S66|2008-07-18 | ||||||
| BRADLEY WILSON | CHICAGO | IL | S63|2001-11-30|S65|2015-01-14 | ||||||
| CONNOR MCGARVEY | CHICAGO | IL | S65|2021-10-04 | ||||||
| JOHN CALDWELL | CHICAGO | IL | S63|1992-08-17 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL DELANY | CHICAGO | IL | S63|1994-03-25 | CHARTERED FINANCIAL ANALYST | |||||
| KAROLINA BEDNARSKA | CHICAGO | IL | S66|2005-01-05 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $61.1 | $0.0 | 0% | 570 | 0 | 0% |
| 2025-04-21 | $61.1 | $0.0 | 0% | 570 | 0 | 0% |
| 2024-04-02 | $57.3 | $3.8 | 7% | 539 | 31 | 6% |
| 2023-04-04 | $51.1 | $10.0 | 20% | 455 | 115 | 25% |
| 2022-04-01 | $73.8 | -$12.7 | -17% | 444 | 126 | 28% |
| 2021-04-05 | $45.9 | $15.2 | 33% | 439 | 131 | 30% |
| 2020-04-01 | $27.1 | $34.0 | 126% | 433 | 137 | 32% |
| 2019-04-01 | $18.0 | $43.1 | 239% | 443 | 127 | 29% |
| 2018-04-02 | $18.7 | $42.4 | 226% | 383 | 187 | 49% |
| 2017-04-01 | $10.1 | $51.0 | 505% | 260 | 310 | 119% |
| 2016-04-01 | $9.4 | $51.7 | 549% | 253 | 317 | 125% |
| 2015-04-01 | $11.0 | $50.1 | 454% | 179 | 391 | 218% |
| 2014-04-01 | $8.4 | $52.8 | 631% | 103 | 467 | 453% |
| 2013-04-01 | $7.1 | $54.0 | 764% | 103 | 467 | 453% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AK-04/16/2004, AL-04/15/2004, AR-04/19/2004, AZ-01/01/2001, CA-01/01/2001, CO-04/15/2004, CT-01/02/2001, DC-02/15/2001, DE-04/19/2004, FL-01/05/2001, GA-12/11/2000, HI-12/12/2000, IA-01/01/2001, ID-04/15/2004, IL-12/22/2000, IN-04/15/2004, KS-01/02/2001, KY-12/27/2000, LA-04/15/2004, MA-12/08/2000, MD-01/01/2001, ME-02/15/2001, MI-12/13/2000, MN-01/02/2001, MO-01/01/2001, MS-04/15/2004, MT-04/15/2004, NC-02/23/2001, ND-04/15/2004, NE-04/15/2004, NH-01/01/2001, NJ-12/22/2000, NM-02/22/1991, NV-01/02/2001, NY-12/11/2000, OH-01/01/2001, OK-04/15/2004, OR-12/27/2000, PA-01/02/2001, PR-08/19/2020, RI-01/01/2001, SC-01/10/2001, SD-04/19/2004, TN-01/01/2001, TX-01/01/2001, UT-04/15/2004, VA-01/01/2001, VI-06/27/2013, VT-01/02/2001, WA-12/18/2000, WI-12/11/2000, WV-04/15/2004, WY-09/01/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV