LYELL WEALTH MANAGEMENT LP

3000 Sand Hill Road
Building One, Suite 135
Menlo Park, California 94025
Tel: 650-353-3692

About LYELL WEALTH MANAGEMENT LP

LYELL WEALTH MANAGEMENT LP, formally registered with the SEC as LYELL WEALTH MANAGEMENT LP. The firm was established in 05/27/2016. They have over 1 offices throughout the country.

LYELL WEALTH MANAGEMENT LP is a Menlo Park, California based Financial Planning firm with nearly $1,094,270,250 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283521
SEC#	801-107892
Assets Managed by Firm	$1,094,270,250
No. of Clients	286
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	286	$1,094,270,250
Individuals (other than high net worth individuals)	53	$22,085,047
High net worth individuals	232	$1,068,806,648
Charitable organizations	1	$3,378,555

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