Lyell Wealth Management LP

Lyell Wealth Management LP (CRD# 283521) is a financial advisory firm headquartered in Menlo Park, CA. They manage $1,094,270,250 in 286 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025
https://lyellwealth.com
By the Numbers
  • Total Assets Under Management
    1,094
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $3,826,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, ID, NJ, NY, OR, TX, VT, WA

Financial Advisors at Lyell Wealth Management LP
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Bennitt, financial advisor Menlo Park CA
Matthew I. Bennitt
CRD#: 2603362
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025

Matthew Bennitt (CRD# 2603362) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 28 years of experience in the finance industry.

2
Jeffrey Berry, financial advisor Menlo Park CA
Jeffrey G. Berry
CRD#: 2320205
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025

Jeffrey Berry (CRD# 2320205) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 30 years of experience in the finance industry.

3
Kevin Connell, financial advisor Menlo Park CA
Kevin P. Connell
CRD#: 6634556
3000 Sand Hill Road, Building 1 - Suite 135, Menlo Park, CA 94025

Kevin Connell (CRD# 6634556) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has 1 year of experience in the finance industry.

4
Nancy Tuck, financial advisor Menlo Park CA
Nancy F. Tuck
CRD#: 1299478
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025

Nancy Tuck (CRD# 1299478) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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