Lyell Wealth Management Lp
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Overview
Lyell Wealth Management Lp is an advisory firm headquartered in Menlo Park, California. Lyell Wealth Management Lp controls $862.9 million in assets under management over 282 accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The company has a small group, including 9 financial advisors. Lyell Wealth Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like bonds, options and equities.
Lyell Wealth Management Lp oversees all of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without needing client authorization. The advisory firm's typical account size is $3.1 million. The average financial advisor at Lyell Wealth Management Lp administers around 31 client accounts, making it about average in terms of personalization.
Lyell Wealth Management Lp's main office is at 3000 Sand Hill Road, Menlo Park, California 94025. The firm is legally permitted to provide services to customers across 10 states, including California, Colorado, Florida, Idaho, New Jersey, New York, Oregon, Texas, Vermont and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lyell Wealth Management Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$862.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
282
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$3.1 million
Products and Services
Lyell Wealth Management Lp offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. In the prior fiscal year, Lyell Wealth Management Lp provided 251-500 of its customers with financial planning services. It does not sell products or offer services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on the services offered. Fees charged by the company typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Lyell Wealth Management Lp caters to retail investors, high net worth investors and charitable organizations. Out of its 282 customers, Lyell Wealth Management Lp's largest client is high net worth investors, though it also caters to 207 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 73.4%
- Other Individuals - 26.24%
- Corporations - 0%
- Charitable Organizations - 0.35%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lyell Wealth Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lyell Wealth Management Lp
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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