Lyell Wealth Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.6B in regulatory assets under management, 11 employees, and 307 accounts.
Assets Under Management
$1.6B
Employees
11
Offices
--
Total Clients
307
Primary office
MENLO PARK, CA
3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA, United States
Top client segmentHNWI represent 81.1% of total clients.
Top client categories% of clientsClients
1
HNWI
81.1%
249
2
Individuals
17.6%
54
3
Charitable
1.0%
3
4
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 27, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts307
10Y AUM Change+$1.4B (+563.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee28:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.