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Lyell Wealth Management LP

Headquartered in MENLO PARK, CA

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Firm Information

Lyell Wealth Management LP is a registered investment advisor based in Menlo Park, California. The firm provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and publication of periodicals. Lyell Wealth Management LP manages approximately $1.09 billion in assets for 286 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Lyell Wealth Management LP

3000 SAND HILL ROAD

MENLO PARK, CA 94025

$1.09B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax advice

Tax advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LYELL WEALTH MANAGEMENT LP has a total of 1 branch locations across the country.
location

Menlo Park, CA

Advisors at Lyell Wealth Management LP

View All 3 Advisors
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Nancy Falkenberg Tuck

RA

Menlo Park, CA

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Matthew Isaac Bennitt

CFA®, RA

Menlo Park, CA

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Kevin Philip Connell

CFA®, RA

Menlo Park, CA

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Jeffrey Garvin Berry

RA

Menlo Park, CA

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Disclosures

There are no public disclosures for Lyell Wealth Management LP.

Frequently Asked Questions (8)

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