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LYELL WEALTH MANAGEMENT LP
MENLO PARK, CA
650-353-3692
SEC #801-107892Total AUM
$1.6B
Employees
11Clients
307Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3000 SAND HILL ROAD
BUILDING ONE, SUITE 135
MENLO PARK
CA 94025
United States
BUILDING ONE, SUITE 135
MENLO PARK
CA 94025
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
650-353-3692
Financials
Total AUM
$1.6B
Accounts
307Discretionary
$1.6B
Accounts
307Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
54AUM
$20.4M
HNW Individual Clients
249AUM
$1.6B
Charitable Organization Clients
3AUM
$24.6M
Corporation or Business Clients
1AUM
$3.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
TAX ADVICE
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLIDNCNJNYORTXVTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.