LYELL WEALTH MANAGEMENT LP

MENLO PARK, California·4 registered advisors·CRD# 283521
SEC# 801-1078920650-353-3692
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at LYELL WEALTH MANAGEMENT LP

4 registered advisors
Jeffrey Garvin Berry
MENLO PARK, California
Kevin Philip Connell
MENLO PARK, California
Matthew Isaac Bennitt
MENLO PARK, California
Nancy Falkenberg Tuck
MENLO PARK, California
05

Office Locations

MENLO PARK, California
4 advisors

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Data sourced from SEC Form ADV filings. LYELL WEALTH MANAGEMENT LP (CRD# 283521) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.