NICOLA WEALTH MANAGEMENT LTD.
SEC Form ADV profile.
Total regulatory AUM
$11,042,694,801
Discretionary
$10,831,692,378
Non-discretionary
$211,002,423
Firm details
- CRD number
- 173201
- SEC file number
- 801-119288
- Main office
- VANCOUVER, Canada
- Employees
- 531
- SEC status
- Approved
- Website
- https://us.nicolawealth.com/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.