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| Happy Holidays!! thanks for using AUM13F!! |
| Lyell Wealth Management LP
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| CRD # | 283521 |
| SEC # | 801-107892 |
| CIK # | 0001686444 |
| AUM | $1.3 B (2025-03-06) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 650-353-3692 |
| Address | 3000 Sand Hill Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 93.9 | ||
| Microsoft Corp | 44.8 | ||
| Facebook Inc | 38.2 | ||
| Apple Inc | 37.7 | ||
| Amazon Com Inc | 37.2 | ||
| Palo Alto Networks Inc | 33.7 | ||
| J P Morgan Chase & Co | 29.1 | ||
| Costco Wholesale Corp /NEW | 28.1 | ||
| ServiceNow Inc | 27.2 | ||
| Alphabet Inc | 26.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 20.0 |
| (b) Individuals (high net worth individuals) | 240 | 1,312.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 295 | 1,336.6 |
| By Discretionary | ||
| Discretionary | 295 | 1,336.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 295 | 1,336.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 1,332.6 | |
| Total | 295 | 1,336.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001686444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First National Advisors LLC
✚
|
MA | 1.4 |
|
SCF Investment Advisors Inc
✚
|
CA | 1.3 |
|
Momentum Independent Network Inc
✚
|
TX | 1.3 |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.3 |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.3 |
|
Beam Wealth Advisors Inc
✚
|
LA | 1.3 |
|
Means Investment Co Inc
✚
|
ME | 1.3 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.3 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.3 |