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NICOLA WEALTH MANAGEMENT LTD.

Advisory

N·VANCOUVER

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM

$10.0B

1-Year AUM Growth

+17.7%

3-Year CAGR

+18.3%

Employees

184

Assets Under Management

Total AUM$10.0B

Discretionary AUM$9.8B

Non-Discretionary AUM$204M

Discretionary %98%

Total Clients6,153

Team

Total Employees184

Investment Advisers491

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record24

First FilingJul 16, 2020

Latest FilingFeb 4, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NICOLA WEALTH MANAGEMENT LTD.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.