CIBC PRIVATE WEALTH ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $67.84B |
| Discretionary | $64.42B95% of AUM |
| Non-Discretionary | $3.42B |
| Client Accounts | 29,019 |
| Avg Account Size | $2.3M |
| Employees | 610 |
| Peak AUM | $73.78BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $67.8B | +11.0% | +9.4% | +7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $67.84B |
| Discretionary | $64.42B |
| Employees | 610 |
| Client Accounts | 29019 |
| Client Range | More than 500 |
Contact & Location
Address
181 WEST MADISON STREET
CHICAGO IL 60602
Phone
312-368-7700
Filing History
98 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$64.4B
95.0% of AUM
Non-Discretionary
$3.4B
5.0% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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