Cibc Private Wealth Management
$396M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$266M
$396M
2017
2025
Same-firm comparison: 1 firms that reported Cibc Private Wealth Management in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chesley, Taft & Associates, Llc | $396M | $3.0B | 13.1% | 03/19/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.