LYELL WEALTH MANAGEMENT LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.65B |
| Discretionary | $1.65B100% of AUM |
| Client Accounts | 307 |
| Avg Account Size | $5.4M |
| Employees | 11 |
| Peak AUM | $1.65BMar 2026 |
AUM by Client Type
Total AUM
$1.6B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +23.2% | +24.0% | +16.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.65B |
| Discretionary | $1.65B |
| Employees | 11 |
| Client Accounts | 307 |
| Client Range | 251-500 |
Contact & Location
Address
3000 SAND HILL ROAD
MENLO PARK CA 94025
Phone
650-353-3692
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported