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LYELL WEALTH MANAGEMENT LP

MENLO PARK, CA · CRD 283521 · IAPD ↗ · lyellwealth.com · 650-353-3692

$1.65BRegulatory AUM
9Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — LYELL WEALTH MANAGEMENT LP notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — LYELL WEALTH MANAGEMENT LP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — LYELL WEALTH MANAGEMENT LP crossed $1B in regulatory AUM ($862.9M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.