← Back to searchVisit website
NICOLA WEALTH MANAGEMENT LTD.
CRD 173201 · SEC 801-119288
1508 WEST BROADWAY, 5TH FLOOR, VANCOUVER, CA, V6J1W8, Canada
Phone
604-739-6450
Fax
604-739-6451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.04B
Discretionary AUM
$10.83B
Team
531 total employees; 217 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)ECONOMIC, MARKET AND ASSET CLASS PERFORMANCE UPDATES TO CLIENTS AND THE PUBLIC, VIA IN PERSON PRESENTATIONS AND PODCASTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3569 | $1.09B |
| High net worth individuals | 2378 | $9.07B |
| Charitable organizations | 650 | $479.5M |
| Corporations/business entities | 121 | $406.1M |
States served
CA, NY, WA, TX
All web addresses on file
- https://us.nicolawealth.com/
- https://twitter.com/NicolaWealthRE
- https://www.instagram.com/nicolawealth/
- https://www.linkedin.com/company/nicola-institutional-realty-advisors/
- https://www.linkedin.com/showcase/nicola-wealth-private-capital
- https://www.youtube.com/user/nicolawealth
- https://www.linkedin.com/company/nicola-wealth-management
- https://www.linkedin.com/company/nicola-crosby-real-estate-asset-management
- https://twitter.com/nicolawealth
- https://ninthavenuecapital.ca/
- https://www.threads.net/@nicolawealth
- https://www.linkedin.com/company/ninthavenuecapital
- http://www.nicolawealth.com
- https://beacons.ai/nicolawealth
Official SEC filing: View on IAPD