Lyell Wealth Management LP
Legal Name: LYELL WEALTH MANAGEMENT LP
Full Contact Details
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
Skip to content Menu About Services Team Perspectives Contact Client Login We are Lyell | We are Experts | We are Independent | We are Accessible | We are Full-Service | Our principals' experienced, complementary backgrounds allow us to provide relevant counsel on a broad range of financial issues…
Direct Owners
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JEFFREY GARVIN BERRY
MANAGING DIRECTOR owns more than 10% but less than 25%
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KEVIN PHILIP CONNELL
MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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LYELL WEALTH MANAGEMENT LLC
GENERAL PARTNER owns less than 5%
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MATTHEW ISAAC BENNITT
MANAGING DIRECTOR owns more than 10% but less than 25%
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NANCY FALKENBERG TUCK
MANAGING DIRECTOR owns more than 10% but less than 25%
Indirect Owners
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JEFFREY GARVIN BERRY
MANAGING MEMBER owns more than 25% but less than 50%
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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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