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| Lyell Wealth Management LP
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|---|---|
| CRD # | 283521 |
| SEC # | 801-107892 |
| CIK # | 0001686444 |
| AUM | 1,647.1 M (2026-03-27) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-353-3692 |
| Address | 3000 Sand Hill Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001686444 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 101.0 | ||
| Alphabet Inc | 72.9 | ||
| Alphabet Inc | 52.3 | ||
| Apple Inc | 46.8 | ||
| Amazon Com Inc | 36.5 | ||
| Microsoft Corp | 34.2 | ||
| Facebook Inc | 31.5 | ||
| Costco Wholesale Corp /NEW | 29.8 | ||
| J P Morgan Chase & Co | 29.6 | ||
| Palo Alto Networks Inc | 27.3 | ||
| ASML Holding NV | 26.6 | ||
| GS Acquisition Holdings Corp | 26.3 | ||
| Caterpillar Inc | 26.2 | ||
| Amphenol Corp /DE/ | 24.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 23.0 | ||
| Quanta Services Inc | 21.8 | ||
| Netflix Inc | 20.3 | ||
| Shopify Inc | 19.6 | ||
| Morgan Stanley | 18.1 | ||
| Horton D R Inc /DE/ | 17.3 | ||
| Intuitive Surgical Inc | 17.1 | ||
| Thermo Fisher Scientific Inc | 17.0 | ||
| Visa Inc | 16.1 | ||
| Advanced Micro Devices Inc | 15.8 | ||
| Wal Mart Stores Inc | 15.6 | ||
| SPDR Gold Trust | 15.5 | ||
| Home Depot Inc | 15.1 | ||
| Cadence Design Systems Inc | 14.5 | ||
| Uber Technologies Inc | 14.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 20.4 |
| (b) Individuals (high net worth individuals) | 249 | 1,598.8 |
| (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 | 3 | 24.6 |
| (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 | 1 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 1,647.1 |
| By Discretionary | ||
| Discretionary | 307 | 1,647.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 307 | 1,647.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 1,642.8 | |
| Total | 307 | 1,647.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001686444] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clearwater Capital Advisors LLC
✚
|
IL | 1,681.3 M |
|
Weatherly Asset Management LP
✚
|
CA | 1,678.0 M |
|
Journey Advisory Group LLC
✚
|
KY | 1,654.1 M |
|
Personal CFO Solutions LLC
✚
|
NJ | 1,649.3 M |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1,644.7 M |
|
Scarborough Advisors LLC
✚
|
MD | 1,643.4 M |
|
Buck Wealth Strategies LLC
✚
|
CO | 1,643.0 M |
|
ISC Advisors Inc
✚
|
TX | 1,617.8 M |
|
Fortis Capital Advisors LLC
✚
|
KS | 1,615.6 M |
|
Sierra Capital LLC
✚
|
FL | 1,612.3 M |