Lyell Wealth Management LP

Legal Name: LYELL WEALTH MANAGEMENT LP

3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA

650-353-3692

http://www.lyellwealth.com

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Full Contact Details

Lyell Wealth Management LP

3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA

650-353-3692

650-681-9832

Other Info

Lyell Wealth Management LP is legally known as LYELL WEALTH MANAGEMENT LP. It is a DE Limited Partnership. This firm has 7 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 27, 2016.

Lyell Wealth – Lyell Wealth

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Direct Owners

JEFFREY GARVIN BERRY
MANAGING DIRECTOR owns more than 10% but less than 25%
KEVIN PHILIP CONNELL
MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
LYELL WEALTH MANAGEMENT LLC
GENERAL PARTNER owns less than 5%
MATTHEW ISAAC BENNITT
MANAGING DIRECTOR owns more than 10% but less than 25%
NANCY FALKENBERG TUCK
MANAGING DIRECTOR owns more than 10% but less than 25%

Indirect Owners

JEFFREY GARVIN BERRY
MANAGING MEMBER owns more than 25% but less than 50%
KEVIN PHILIP CONNELL
MANAGING MEMBER owns more than 25% but less than 50%
MATTHEW ISAAC BENNITT
MANAGING MEMBER owns more than 25% but less than 50%
NANCY FALKENBERG TUCK
MANAGING MEMBER owns more than 25% but less than 50%

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 1, 2019

All Holdings of the Lyell Wealth Management LP