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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Nicola Wealth Management Ltd
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| CRD # | 173201 |
| SEC # | 801-119288 |
| CIK # | 0001734493 |
| AUM | $10.0 B (2025-06-19) |
| Employees | 491 (37% Investors, 0% Brokers) |
| Phone | 604-739-6450 |
| Address | 1508 West Broadway Vancouver, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of Nova Scotia | 140.2 | ||
| Toronto Dominion Bank | 45.4 | ||
| Microsoft Corp | 36.6 | ||
| Telus Corp | 33.0 | ||
| Broadcom Inc | 32.7 | ||
| Facebook Inc | 29.2 | ||
| Amazon Com Inc | 25.4 | ||
| VISA Inc | 25.2 | ||
| Wal Mart Stores Inc | 23.5 | ||
| ServiceNow Inc | 22.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,290 | 1.0 |
| (b) Individuals (high net worth individuals) | 2,201 | 8.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 551 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 111 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 25,833 | 10.0 |
| By Discretionary | ||
| Discretionary | 25,598 | 9.8 |
| Non-Discretionary | 235 | 0.2 |
| Total | 25,833 | 10.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 0.1 | |
| Total | 25,833 | 10.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001734493] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CenterSquare Investment Management LLC
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|
PA | 13.4 |
|
ORG Portfolio Management LLC
✚
|
OH | 6.0 |
|
Hamilton Capital LLC
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OH | 4.4 |
|
Twin Focus Capital Partners LLC
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MA | 4.0 |
|
SIT Investment Associates Inc
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|
MN | 3.4 |
|
IFC Advisors LLC
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|
CA | 2.3 |
|
Colter Lewis Investment Partners LLC
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|
CT | 2.3 |
|
Condor Capital Management
✚
|
NJ | 2.0 |
|
Roundview Capital LLC
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|
NJ | 1.9 |
|
West Coast Financial LLC
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|
CA | 1.8 |