Wealth ManagementPrivate Wealth AdvisoryactiveVerified

CI Private Wealth

Cipw Holdings, Llc, Manager

The LLC is managed by Cipw Holdings, LLC, and its principal address is in Miami, FL, but the website's contact info suggests Canadian operations, likely a multi-jurisdictional firm.

Filed January 13, 2023 · Miami, FL · Miami-Dade County

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Source

Florida Division of Corporations (Sunbiz) · Entity M23000000497 · Retrieved May 5, 2026

Search the registry for M23000000497 ›JSON record ›

About CI Private Wealth

CI PRIVATE WEALTH, LLC filed in Florida on January 13, 2023, as a private wealth advisory firm based in Miami. The company was filed through a registered agent service (GENT GROUP INC.), which also serves 157 other entities. The manager is Cipw Holdings, LLC, and the company filed a name change in August 2023. Its domain was registered 407 days before the filing, on December 2, 2021, through GoDaddy, and the website is a modern WordPress site using Slider Revolution. The website confirms the filing identity. No annual report or EIN on file yet. We estimate revenue over $50 million and more than 100 employees.

  • Domain registered 407 days before the Florida filing, suggesting prior business activity.
  • Filed through a registered agent service (GENT GROUP INC.) shared with 157 other entities.
  • Manager is another LLC (Cipw Holdings, LLC), indicating a corporate structure.
  • Filed a name change 7 months after the initial filing.
  • Website identity confirmed, matching the company name and address.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 609 new businesses registered in Miami in January 2023, one of 2 wealth management businesses.

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Filing Details

Entity NameCI PRIVATE WEALTH, LLC
Entity TypeFORL
Entity NumberM23000000497
Filing DateJanuary 13, 2023
Principal AddressLocked
City / State / ZipMiami, FL 33131
CountyMiami-Dade
TimezoneEastern (ET)
EIN on FileNo
Registered AgentGENT GROUP INC.
Agent AddressLocked
Filed ViaAnother company: GENT GROUP INC.
WebsiteYes · domain registered 407 days before filing · registrar GoDaddy
Website BuildModern · Powered by Slider Revolution - responsive, Mobile-Friendly Slider Plugin for WordPress with comfortable drag and
Annual ReportNot yet filed
Estimated Revenue$50M+ (estimate)
Estimated Employees100+ (estimate)
FootprintBrick and mortar (estimate)
Related Filings157 with the same registered agent · 1 at the same address
First Recorded by DayOneLeadMay 5, 2026 (1208 days after filing)

Verified Business Profile

SubcategoryPrivate Wealth Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
Start Free TrialDomain and website data is included with a free trial.

Officers / Authorized Persons

Cipw Holdings, Llc
Manager
Address locked

Document Timeline

LC Name Change
Aug 22, 2023

Frequently Asked Questions

When was CI Private Wealth registered?

CI Private Wealth was registered as FORL on January 13, 2023 in Florida.

Where is CI Private Wealth located?

CI Private Wealth is based in Miami, FL, 33131, in Miami-Dade County.

What type of business is CI Private Wealth?

CI Private Wealth is classified as a wealth management business (private wealth advisory).

Is CI Private Wealth still active?

According to the Florida Division of Corporations, CI Private Wealth's current record status is "active".

Does CI Private Wealth have an EIN on file?

No EIN was found on file for CI Private Wealth at the time of registration.

Who Sells to This Business

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