Lyell Wealth Management LP
● SEC registered since 2016CRD 283521SEC# 801-107892Menlo Park, CA
Reg. AUM
$1.65B
Employees
11
Accounts
307
Location
Menlo Park, CA
Lyell Wealth Management LP assets under management
Lyell Wealth Management LP is an investment advisory firm registered with the SEC based in Menlo Park, CA. The firm has been registered since 2016. It reports $1.6 billion in regulatory assets under management and employs 11 people.
Lyell Wealth Management LP owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Garvin Berry Control | Managing Director | 10-25% | 2016 |
| Kevin Philip Connell Control | Managing Director And Chief Compliance Officer | 10-25% | 2016 |
| Lyell Wealth Management LLC Control | General Partner | Under 5% | 2016 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lyell Wealth Management LP manage?
Lyell Wealth Management LP reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Lyell Wealth Management LP have?
Lyell Wealth Management LP reports 11 employees.
Where is Lyell Wealth Management LP located?
Lyell Wealth Management LP is based in Menlo Park, CA and has been SEC-registered since 2016.
Does Lyell Wealth Management LP disclose fund performance?
Lyell Wealth Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025 |
| Phone | 650-353-3692 |
| Fax | 650-681-9832 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.65B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.65Bregulatory AUM
Discretionary $1.65B