Lyell Wealth Management LP
SEC RegisteredCustomized investment management and comprehensive financial planning services
About the firm
Lyell Wealth Management is an independent wealth management firm headquartered in Menlo Park, CA. They specialize in extensive financial planning and customized investment management for high-net worth individuals and families, operating as a fiduciary and employee-owned company with no proprietary products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, philanthropic planning, estate planning, life transitions, tax planning, insurance and risk management, executive compensation, and business owner advisory.
Who they serve
High-net worth individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $20M |
| High Net Worth Individuals | 249 | $1.6B |
| State/Municipal Entities | 3 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Over $10mm | 0.25% |
| On the first $2 million | 1.00% |
| On the next $3mm | 0.75% |
| On the next $5mm | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lyell Wealth Management LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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