| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Marie Thomas | Director | Under 5% | 2023 |
| Carrie Elizabeth Russell | Director | Under 5% | 2023 |
| Christopher Michael Nicola Control | President And Director | Under 5% | 2024 |
Nicola Wealth Management Ltd. reports $10 billion in regulatory assets under management on its Form ADV.
Nicola Wealth Management Ltd. reports 491 employees.
Nicola Wealth Management Ltd. is based in Vancouver and has been SEC-registered since 2020.
Nicola Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1508 West Broadway, 5th Floor, Vancouver V6J1W8 |
| Phone | 604-739-6450 |
| Fax | 604-739-6451 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 1734493 |
| Discloses disciplinary history | Yes |
| Discretionary | $9.84B |
| Non-discretionary | $203.8M |
| Total (RAUM) | $10.04B |