LYELL WEALTH MANAGEMENT LP
SEC Form ADV profile.
Total regulatory AUM
$1,647,084,758
Discretionary
$1,647,084,758
Non-discretionary
$0
Firm details
- CRD number
- 283521
- SEC file number
- 801-107892
- Main office
- MENLO PARK, CA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://lyellwealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.