Lyell Wealth Management LP

Lyell Wealth Management LP (CRD# 283521) is a financial advisory firm headquartered in Menlo Park, CA. They manage $318,997,308 in 125 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $2,551,978
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, VT

Financial Advisors at Lyell Wealth Management LP
Showing 1 - 4 of 4 top financial advisors.
1
Matthew I. Bennitt
CRD#: 2603362
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025
96
Wealthminder
score

Matthew Bennitt (CRD# 2603362) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 22 years of experience in the finance industry.

2
Jeffrey G. Berry
CRD#: 2320205
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025
93
Wealthminder
score

Jeffrey Berry (CRD# 2320205) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 24 years of experience in the finance industry.

3
Nancy F. Tuck
CRD#: 1299478
3000 Sand Hill Road, Building One, Suite 135, Menlo Park, CA 94025
93
Wealthminder
score

Nancy Tuck (CRD# 1299478) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 33 years of experience in the finance industry.

4
Kevin P. Connell
CRD#: 6634556
3000 Sand Hill Road, Building 1 - Suite 135, Menlo Park, CA 94025
90
Wealthminder
score

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.

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