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LYELL WEALTH MANAGEMENT LP
CRD 283521File 801-107892
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Clients
307
307 accounts
Employees
11
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 27, 2016
- Principal office
- 3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA, 94025
- Phone
- 650-353-3692
- Website
- https://lyellwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.65B
- Discretionary AUM
- $1.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 307
- Non-discretionary accounts
- 0
- Total accounts
- 307
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $3.2M |
| Charitable organizations | 3 | $24.6M |
| High net worth individuals | 249 | $1.60B |
| Individuals (other than high net worth individuals) | 54 | $20.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 295 | 307 | increased by12 |
| Apr 1, 2026 | AUM | $1,336,564,237 | $1,647,084,758 | increased by$310,520,521 |
| Apr 1, 2026 | Accounts | 295 | 307 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 254 | 295 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,073,757,090 | $1,336,564,237 | increased by$262,807,147 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 254 | 295 | increased by41 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 211 | 254 | increased by43 |
| Apr 1, 2022 | AUM | $785,663,753 | $1,073,757,090 | increased by$288,093,337 |
| Apr 1, 2022 | Accounts | 211 | 254 | increased by43 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LYELL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYELL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.