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NICOLA WEALTH MANAGEMENT LTD.

VANCOUVER, Canada · CRD 173201 · IAPD ↗ · us.nicolawealth.com · 604-739-6450

$11.04BRegulatory AUM
217Advisory reps
531Employees
0Clients
More than 500Planning clients
0Private funds
4States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — NICOLA WEALTH MANAGEMENT LTD. grew from 184 to 217 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
May 2024 — NICOLA WEALTH MANAGEMENT LTD. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — NICOLA WEALTH MANAGEMENT LTD. grew from 142 to 187 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.