LYELL WEALTH MANAGEMENT LP
CRD #283521 SEC #801-107892 MENLO PARK, CA 650-353-3692
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
11
Clients
251
Accounts
295
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| LYELL WEALTH MANAGEMENT LLC | DE | GENERAL PARTNER | NA | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BENNITT, MATTHEW, ISAAC | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| BERRY, JEFFREY, GARVIN | I | MANAGING DIRECTOR | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| CONNELL, KEVIN, PHILIP | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
| TUCK, NANCY, FALKENBERG | I | MANAGING DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BENNITT, MATTHEW, ISAAC | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| BERRY, JEFFREY, GARVIN | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| CONNELL, KEVIN, PHILIP | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
| TUCK, NANCY, FALKENBERG | I | LYELL WEALTH MANAGEMENT LLC | C | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (11)
CA CO FL ID NC NJ NY OR TX VT WA
Address
3000 SAND HILL ROADBUILDING ONE, SUITE 135
MENLO PARK, CA 94025
United States
Phone: 650-353-3692