CIBC Private Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

470

Total plan assets

$151.5M

Filings (rows)

Direct comp

$23K

Indirect comp

Showing only "CIBC PRIVATE WEALTH MANAGEMENT"

View all 4 variants aggregated →

CIBC PRIVATE WEALTH ADVISORS16 CIBC PRIVATE WEALTH ADVISORS I13 CIBC PRIVATE WEALTH MANAGEMENT5 CIBC PRIVATE WEALTH ADVISERS3

SERVICES PROVIDED

Other service providers3

Advisor / Consultant2

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Miller & Chevalier, Chartered Miller & Chevalier, Chartered Cash or Deferred Profit Sharing Plan · all filings	WASHINGTON, DC	Advisor / Consultant	89	$125.2M	$6K	$0
Vinebrook Homes, LLC Vinebrook Homes, LLC 401(k) Plan · all filings	DAYTON, OH	Advisor / Consultant	0	$10.7M	$7K	$0
Boling Vision Center, LLC Boling Vision Center, LLC Employees' Retirement Plan · all filings	ELKHART, IN	Other service providers	130	$6.0M	$4K	$0
Boling Vision Center, LLC Boling Vision Center, LLC Employees' Retirement Plan · all filings	ELKHART, IN	Other service providers	129	$5.5M	$3K	$0
Boling Vision Center, LLC Boling Vision Center, LLC Employees' Retirement Plan · all filings	ELKHART, IN	Other service providers	122	$4.1M	$3K	$0