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LYELL WEALTH MANAGEMENT LP
CRD 283521 · SEC 801-107892
3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA, 94025, United States
Phone
650-353-3692
Fax
650-681-9832
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.65B
Discretionary AUM
$1.65B
Team
11 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsTAX ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $20.4M |
| High net worth individuals | 249 | $1.60B |
| Charitable organizations | 3 | $24.6M |
| Corporations/business entities | 1 | $3.2M |
States served
VT, CA, CO, ID, NJ, NY, NC, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD