← Tributary

CIBC PRIVATE WEALTH ADVISORS, INC.

CHICAGO, IL · CRD 109644 · IAPD ↗ · vimeo.com · 312-368-7700

$67.84BRegulatory AUM
220Advisory reps
610Employees
2160Clients
More than 500Planning clients
0Private funds
53States
13Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 1 (12 -> 13).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — CIBC PRIVATE WEALTH ADVISORS, INC. added office(s): 13 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — CIBC PRIVATE WEALTH ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2026 — CIBC PRIVATE WEALTH ADVISORS, INC. grew from 210 to 220 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (12 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
76
April 2025 — CIBC PRIVATE WEALTH ADVISORS, INC. grew from 204 to 210 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
November 2024 — CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 4 (8 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — CIBC PRIVATE WEALTH ADVISORS, INC.'s Item 11 disclosure-reporting entries rose by 3 (5 -> 8).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.