Nicola Wealth Management Ltd

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Nicola Wealth Management Ltd ✚
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) Copy

In the News
Sat, 01 Aug 2026	Nicola Wealth Management Number of Employees 2026 \| Employee Count & Headcount Data — Revelio Labs

CIK	Period
0001734493	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31

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
	Linde PLC	19.7
	Microsoft Corp	19.6
	Brookfield Asset Management Ltd	19.3
	Facebook Inc	19.0
	BCE Inc	18.4
	Stantec Inc	17.5
	Amazon Com Inc	17.5
	Canadian National Railway Co	17.3
	Toronto Dominion Bank	17.2
	Canadian Natural Resources Ltd	16.4
	Synopsys Inc	16.1
	Taiwan Semiconductor Manufacturing Co Ltd	15.9
	ServiceNow Inc	15.8
	Telus Corp	15.7
	Apple Inc	15.5
	Infosys Ltd	15.4
	Hyatt Hotels Corp	15.2
	Deere & Co	14.7
	HDFC Bank Ltd	13.4
	Crown Holdings Inc	13.2
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Type	Form D Funds	Date	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]

Comparable Firms	State	AUM
Boyd Watterson Asset Management LLC ✚	OH	18.81 B
CenterSquare Investment Management LLC ✚	PA	13.70 B
ORG Portfolio Management LLC ✚	OH	6,380.3 M
Hamilton Capital LLC ✚	OH	4,937.4 M
Twin Focus Capital Partners LLC ✚	MA	4,584.7 M
TRB Wealth Management LLC ✚	TX	3,738.8 M
Sit Investment Associates Inc ✚	MN	3,543.1 M
Colter Lewis Investment Partners LLC ✚	CT	3,411.6 M
IFC Advisors LLC ✚	CA	2,344.2 M
OREI Advisors LP ✚	TX	2,181.1 M

Assets, Funds, Holdings