$11.0B Total AUM
$10.8B Disc. AUM
11.7% 3Y CAGR
531 Employees
6,718 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- PathwayPrime atlas
- Established Date
- 12-01-2006
- Office Locations
- 1
Office Locations
1508 West Broadway 5TH Floor Vancouver --
About Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. is a Vancouver-based RIA. The firm has been operating for 19 years. Managing $11.0B in total assets under management, with 217 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$50.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.1 yrs AVG TENURE
531 Employees
217 Advisory Reps
5 RIA Reps
19yrs Firm Age
Insights
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Accredited Investors
Matrix
Asset Classes
Wave Radial catalyst Element Pioneer Catalyst horizon Prime momentum Catalyst Eagle ridge
Client Personas
Atlas signal Eagle unison
Custodian
Atlas Crest fusion North Crest wave
Investment Themes
Peak Zenith
Investment Vehicles
Quantum
Services
Matrix horizon Bridge Peak Vector zenith Insight momentum Quantum alpha Zenith alpha Insight
Technology
Ridge crest Timber wave
Owner & Executives
YANNICK JEAN-FRANCOIS ARCHAMBAULT
President
- CRD
- --
- Ownership
- Less than 5%
(804) 808-8044
ridge.frontier@vertexcapital.com
in linkedin.com/in/capital-signal
R
RICHARD CHUEN CHEN
Chief Compliance Officer, Managing Partner
- CRD
- --
- Ownership
- Less than 5%
(540) 459-1788
bridge.peak@capitalcapital.com
in linkedin.com/in/catalyst-unison
O
Oak element
Catalyst catalyst
- CRD
- #96004
- Ownership
- 15.2%
(358) 964-2433
foundation.frontier@deltacapital.com
in linkedin.com/in/summit-glacier
Showing 2 of 12 owners & executives
Unlock allContacts
E
Ehsan Ansari Astaneh
--
- CRD
- #7886163
(900) 791-6341
frontier.quantum@insightcapital.com
in linkedin.com/in/bridge-bridge
BRADLEY COUTTS
Client Relationship Manager, Wealth Advisor
- CRD
- #7327156
(452) 303-9551
ember.pathway@glaciercapital.com
in linkedin.com/in/focus-momentum
F
Frontier horizon
Meridian catalyst
- CRD
- #20865
(302) 916-1055
signal.unison@bridgecapital.com
in linkedin.com/in/ember-capital
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,831,692,378 | $393,465 |
| Non-Discretionary | $211,002,423 | $941,975 |
| Total | $11,042,694,801 | $397,892 |
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Separately Managed Accounts
Total SMA Asset: $11,042,694,801
Private Funds:
20.6% Cash:
23.2% Equity - Exchange:
26.5% Public Funds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $653,005,201 | 20.6% |
| Cash | $735,423,334 | 23.2% |
| Equity - Exchange | $840,030,963 | 26.5% |
| Public Funds | $941,468,664 | 29.7% |
| Total | $3,169,928,162 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE GLACIER VECTOR | OAK QUANTUM | YGY63LIWA | GWDJJ | 1.08% | $30,987,131 |
| FOCUS FUSION | EAGLE ALPHA | JLN57X2HK | BNSQ | 3.58% | $47,066,213 |
| WAVE ATLAS PEAK | FOUNDATION ELEMENT | 5O6M622K3 | JJEQ | 12.04% | $24,477,688 |
| CREST VERTEX MATRIX | DELTA FOCUS | 9VY1RDTVX | LMSR | 4.28% | $47,008,838 |
| HARBOR MOMENTUM | DELTA MERIDIAN | AQZ6238Y4 | NEHHS | 9.64% | $119,428,779 |
| FRONTIER PRIME | MERIDIAN OAK | OPXLSE89I | KMLR | 6.51% | $61,205,105 |
| VECTOR OPTIMA | FUSION DELTA | P8DTAWA8K | MAI | 11.92% | $44,243,458 |
| OPTIMA QUANTUM FUSION | TIMBER BEACON | 3M5J947S2 | ROZS | 7.66% | $119,238,476 |