The LYELL WEALTH MANAGEMENT is a privately held investment adviser that advises $1.65Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LYELL WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 109.64% over the last 5-years.
The Group has been registered with the SEC for 10.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3000 SAND HILL ROAD BUILDING ONE, SUITE 135, MENLO PARK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 9 investment and 2 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.
Their $1.65Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $1.6Bn or 97.07% of Total Assets and Charitable Organizations own $24.61mn or 1.49% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
LYELL WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.