Nicola Wealth Management Ltd.
● SEC registered since 2020CRD 173201SEC# 801-119288Vancouver
Reg. AUM
$11.04B
Employees
531
Accounts
27,753
Location
Vancouver
Nicola Wealth Management Ltd. assets under management
Nicola Wealth Management Ltd. is an investment advisory firm registered with the SEC based in Vancouver. The firm has been registered since 2020. It reports $11 billion in regulatory assets under management and employs 531 people.
Nicola Wealth Management Ltd. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Coman-Walker Control | Chief Operating Officer | Under 5% | 2025 |
| Anne Marie Thomas | Director | Under 5% | 2023 |
| Carrie Elizabeth Russell | Director | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Nicola Wealth Management Ltd. manage?
Nicola Wealth Management Ltd. reports $11 billion in regulatory assets under management on its Form ADV.
How many employees does Nicola Wealth Management Ltd. have?
Nicola Wealth Management Ltd. reports 531 employees.
Where is Nicola Wealth Management Ltd. located?
Nicola Wealth Management Ltd. is based in Vancouver and has been SEC-registered since 2020.
Does Nicola Wealth Management Ltd. disclose fund performance?
Nicola Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1508 West Broadway, 5th Floor, Vancouver V6J1W8 |
| Phone | 604-739-6450 |
| Fax | 604-739-6451 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 1734493 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$11.04B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$11.04Bregulatory AUM
Discretionary $10.83BNon-discretionary $211M