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| Nicola Wealth Management Ltd
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|---|---|
| CRD # | 173201 |
| SEC # | 801-119288 |
| CIK # | 0001734493 |
| AUM | 11.04 B (2026-03-31) |
| Employees | 531 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 604-739-6450 |
| Address | 1508 West Broadway Vancouver, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Sat, 01 Aug 2026 | Nicola Wealth Management Number of Employees 2026 | Employee Count & Headcount Data — Revelio Labs |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Progressive Waste Solutions Ltd | 33.9 | ||
| Pembina Pipeline Corp | 29.7 | ||
| Sun Life Financial Inc | 24.7 | ||
| Total Sa | 24.0 | ||
| AT&T Inc | 22.0 | ||
| Visa Inc | 21.5 | ||
| Nvidia Corp | 21.5 | ||
| Netflix Inc | 21.4 | ||
| Union Pacific Corp | 21.1 | ||
| Intuitive Surgical Inc | 19.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Nicola Alternative Strategies Fund | 2020-07-16 | 156.2 M | |
| Other | Nicola Balanced Mortgage Fund | 2020-07-16 | 456.9 M | |
| Other | Nicola Bond Fund | 2020-07-16 | 173.1 M | |
| Other | Nicola Canadian Equity Income Fund | 2020-07-16 | 277.9 M | |
| Other | Nicola Canadian Tactical High Income Fund | 2020-07-16 | 150.2 M | |
| Other | Nicola Core Portfolio Fund | 2020-07-16 | 733.5 M | |
| Other | Nicola Global Bond Fund | 2020-07-16 | 131.4 M | |
| Other | Nicola Global Equity Fund | 2020-07-16 | 379.7 M | |
| RE | Nicola Global Real Estate Fund | 2020-07-16 | 137.1 M | |
| Other | Nicola High Yield Bond Fund | 2020-07-16 | 196.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,569 | 1.1 |
| (b) Individuals (high net worth individuals) | 2,378 | 9.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 650 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 121 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 27,753 | 11.0 |
| By Discretionary | ||
| Discretionary | 27,529 | 10.8 |
| Non-Discretionary | 224 | 0.2 |
| Total | 27,753 | 11.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 0.1 | |
| Total | 27,753 | 11.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001734493] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.0B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
| LEI | 54930036JUM2A7PKXR41 |
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