Active
LYELL WEALTH MANAGEMENT LP
Investment Advice|MENLO PARK, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.3B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.3B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 283521 |
| SEC Number | 801-107892 |
| Street Address | 3000 SAND HILL ROAD |
| Street Address 2 | BUILDING ONE, SUITE 135 |
| Location | MENLO PARK, CA 94025 |
| Country | United States |
| Phone | 650-353-3692 |
| Fax | 650-681-9832 |
| Total Employees | 11 |
Client Count by Type (295 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 240 |
| Individuals (other than H… | 54 |
| Charitable Organizations | 1 |
Community Partners
CITY OF BELMONT
CITY OF BRISBANE
CITY OF BURLINGAME
CITY OF DALY CITY
CITY OF EAST PALO ALTO
CITY OF FOSTER CITY
CITY OF HALF MOON BAY
CITY OF MENLO PARK
CITY OF MILLBRAE
CITY OF PACIFICA
CITY OF REDWOOD
CITY OF SAN CARLOS
CITY OF SOUTH SAN FRANCISCO
COUNTY OF SAN MATEO
TOWN OF ATHERTON
TOWN OF COLMA
TOWN OF HILLSBOROUGH
TOWN OF PORTOLA VALLEY
TOWN OF WOODSIDE
CITY OF BELMONT
CITY OF BRISBANE
CITY OF BURLINGAME
CITY OF DALY CITY
CITY OF EAST PALO ALTO
CITY OF FOSTER CITY
CITY OF HALF MOON BAY
CITY OF MENLO PARK
CITY OF MILLBRAE
CITY OF PACIFICA
CITY OF REDWOOD
CITY OF SAN CARLOS
CITY OF SOUTH SAN FRANCISCO
COUNTY OF SAN MATEO
TOWN OF ATHERTON
TOWN OF COLMA
TOWN OF HILLSBOROUGH
TOWN OF PORTOLA VALLEY
TOWN OF WOODSIDE
CITY OF BELMONT
CITY OF BRISBANE
CITY OF BURLINGAME
CITY OF DALY CITY
CITY OF EAST PALO ALTO
CITY OF FOSTER CITY
CITY OF HALF MOON BAY
CITY OF MENLO PARK
CITY OF MILLBRAE
CITY OF PACIFICA
CITY OF REDWOOD
CITY OF SAN CARLOS
CITY OF SOUTH SAN FRANCISCO
COUNTY OF SAN MATEO
TOWN OF ATHERTON
TOWN OF COLMA
TOWN OF HILLSBOROUGH
TOWN OF PORTOLA VALLEY
TOWN OF WOODSIDE
Municipal Government
19 Active
19
Organizations
BAY AREA WATER SUPPLY AND CONSERVATION AGENCY
BAYSHORE SANITARY DISTRICT
BROADMOOR POLICE PROTECTION DISTRICT
CENTRAL COUNTY FIRE DEPARTMENT
CITY/COUNTY ASSOC OF GOVTS OF SAN MATEO CO
COASTSIDE CO WATER DISTRICT
COASTSIDE FIRE PROTECTION DISTRICT
COLMA FIRE PROTECTION DISTRICT
EAST PALO ALTO SANITARY DISTRICT
GRANADA COMMUNITY SERVICES DISTRICT
HEALTH ADMINISTRATION
HEALTHCARE FOR THE HOMELESS/FARMWORKER HEALTH PROGRAM
HEART-SV
HIGHLANDS RECREATION COMMUNITY SERVICES DISTRICT
HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY
LADERA RECREATION AND PARK DISTRICT
MENLO PARK FIRE PROTECTION DISTRICT
MID-COASTSIDE SEWER AUTHORITY
MID-PENINSULA WATER DISTRICT
MONTARA WATER AND SANITARY DISTRICT
BAY AREA WATER SUPPLY AND CONSERVATION AGENCY
BAYSHORE SANITARY DISTRICT
BROADMOOR POLICE PROTECTION DISTRICT
CENTRAL COUNTY FIRE DEPARTMENT
CITY/COUNTY ASSOC OF GOVTS OF SAN MATEO CO
COASTSIDE CO WATER DISTRICT
COASTSIDE FIRE PROTECTION DISTRICT
COLMA FIRE PROTECTION DISTRICT
EAST PALO ALTO SANITARY DISTRICT
GRANADA COMMUNITY SERVICES DISTRICT
HEALTH ADMINISTRATION
HEALTHCARE FOR THE HOMELESS/FARMWORKER HEALTH PROGRAM
HEART-SV
HIGHLANDS RECREATION COMMUNITY SERVICES DISTRICT
HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY
LADERA RECREATION AND PARK DISTRICT
MENLO PARK FIRE PROTECTION DISTRICT
MID-COASTSIDE SEWER AUTHORITY
MID-PENINSULA WATER DISTRICT
MONTARA WATER AND SANITARY DISTRICT
BAY AREA WATER SUPPLY AND CONSERVATION AGENCY
BAYSHORE SANITARY DISTRICT
BROADMOOR POLICE PROTECTION DISTRICT
CENTRAL COUNTY FIRE DEPARTMENT
CITY/COUNTY ASSOC OF GOVTS OF SAN MATEO CO
COASTSIDE CO WATER DISTRICT
COASTSIDE FIRE PROTECTION DISTRICT
COLMA FIRE PROTECTION DISTRICT
EAST PALO ALTO SANITARY DISTRICT
GRANADA COMMUNITY SERVICES DISTRICT
HEALTH ADMINISTRATION
HEALTHCARE FOR THE HOMELESS/FARMWORKER HEALTH PROGRAM
HEART-SV
HIGHLANDS RECREATION COMMUNITY SERVICES DISTRICT
HOUSING ENDOWMENT AND REGIONAL TRUST OF SAN MATEO COUNTY
LADERA RECREATION AND PARK DISTRICT
MENLO PARK FIRE PROTECTION DISTRICT
MID-COASTSIDE SEWER AUTHORITY
MID-PENINSULA WATER DISTRICT
MONTARA WATER AND SANITARY DISTRICT
Special District
57 Active
57
Organizations
BAYSHORE ELEM SCH DIST
BELMONT-REDWOOD SHORES ELEMENTARY SCHOOL DIST
BRISBANE ELEMENTARY SCHOOL DISTRICT
BURLINGAME ELEM SCH DIST
CABRILLO UNIFIED SCHOOL DISTRICT
CANADA COLLEGE
HILLSBOROUGH CITY SCHOOL DIST
JEFFERSON ELEM SCH DIST
LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT
LAS LOMITAS ELEMENTARY SCHOOL DISTRICT
MENLO PARK CY ELEMENTARY SCHOOL DISTRICT
MILLBRAE ELEMENTARY SCHOOL DISTRICT
PACIFICA SCHOOL DISTRICT
PORTOLA VAL ELEMENTARY SCHOOL DISTRICT
RAVENSWOOD CITY ELEMENTARY SCHOOL DISTRICT
REDWOOD CITY ELEMENTARY SCHOOL DISTRICT
SAN BRUNO PARK ELEMENTARY SCHOOL DISTRICT
SAN CARLOS ELEMENTARY SCHOOL DISTRICT
SAN MATEO CO SPL SCHS OPER BY CO SUPT
SAN MATEO-FOSTER CITY SCHOOL DISTRICT
BAYSHORE ELEM SCH DIST
BELMONT-REDWOOD SHORES ELEMENTARY SCHOOL DIST
BRISBANE ELEMENTARY SCHOOL DISTRICT
BURLINGAME ELEM SCH DIST
CABRILLO UNIFIED SCHOOL DISTRICT
CANADA COLLEGE
HILLSBOROUGH CITY SCHOOL DIST
JEFFERSON ELEM SCH DIST
LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT
LAS LOMITAS ELEMENTARY SCHOOL DISTRICT
MENLO PARK CY ELEMENTARY SCHOOL DISTRICT
MILLBRAE ELEMENTARY SCHOOL DISTRICT
PACIFICA SCHOOL DISTRICT
PORTOLA VAL ELEMENTARY SCHOOL DISTRICT
RAVENSWOOD CITY ELEMENTARY SCHOOL DISTRICT
REDWOOD CITY ELEMENTARY SCHOOL DISTRICT
SAN BRUNO PARK ELEMENTARY SCHOOL DISTRICT
SAN CARLOS ELEMENTARY SCHOOL DISTRICT
SAN MATEO CO SPL SCHS OPER BY CO SUPT
SAN MATEO-FOSTER CITY SCHOOL DISTRICT
BAYSHORE ELEM SCH DIST
BELMONT-REDWOOD SHORES ELEMENTARY SCHOOL DIST
BRISBANE ELEMENTARY SCHOOL DISTRICT
BURLINGAME ELEM SCH DIST
CABRILLO UNIFIED SCHOOL DISTRICT
CANADA COLLEGE
HILLSBOROUGH CITY SCHOOL DIST
JEFFERSON ELEM SCH DIST
LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT
LAS LOMITAS ELEMENTARY SCHOOL DISTRICT
MENLO PARK CY ELEMENTARY SCHOOL DISTRICT
MILLBRAE ELEMENTARY SCHOOL DISTRICT
PACIFICA SCHOOL DISTRICT
PORTOLA VAL ELEMENTARY SCHOOL DISTRICT
RAVENSWOOD CITY ELEMENTARY SCHOOL DISTRICT
REDWOOD CITY ELEMENTARY SCHOOL DISTRICT
SAN BRUNO PARK ELEMENTARY SCHOOL DISTRICT
SAN CARLOS ELEMENTARY SCHOOL DISTRICT
SAN MATEO CO SPL SCHS OPER BY CO SUPT
SAN MATEO-FOSTER CITY SCHOOL DISTRICT
School District
25 Active
25
Organizations
10100 GROWTH FOUNDATION
163 ST MATTHEW
1 Grain to 1000 Grains
28675678 SANGAMO SANGUINATORS
4000MILLIGRAMS
4055223 REDWOOD CITY NATIONAL LL
4 Day Week Global US Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
904 BAYSWATER AVE
90 ANGELA
911 WARRIOR FOUNDATION INC
AASHNI
ABCs for Global Health Inc
ABE AND EDITH BALLONOFF FAMILY
ABEONACARES INC
ABILITYPATH
ABILITYPATH AUXILIARY
ABILITYPATH HOUSING
ABLECLOSET
10100 GROWTH FOUNDATION
163 ST MATTHEW
1 Grain to 1000 Grains
28675678 SANGAMO SANGUINATORS
4000MILLIGRAMS
4055223 REDWOOD CITY NATIONAL LL
4 Day Week Global US Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
904 BAYSWATER AVE
90 ANGELA
911 WARRIOR FOUNDATION INC
AASHNI
ABCs for Global Health Inc
ABE AND EDITH BALLONOFF FAMILY
ABEONACARES INC
ABILITYPATH
ABILITYPATH AUXILIARY
ABILITYPATH HOUSING
ABLECLOSET
10100 GROWTH FOUNDATION
163 ST MATTHEW
1 Grain to 1000 Grains
28675678 SANGAMO SANGUINATORS
4000MILLIGRAMS
4055223 REDWOOD CITY NATIONAL LL
4 Day Week Global US Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
904 BAYSWATER AVE
90 ANGELA
911 WARRIOR FOUNDATION INC
AASHNI
ABCs for Global Health Inc
ABE AND EDITH BALLONOFF FAMILY
ABEONACARES INC
ABILITYPATH
ABILITYPATH AUXILIARY
ABILITYPATH HOUSING
ABLECLOSET
Nonprofit Organization
3344 Active
3344
Organizations
Community Partners144 organizations
COUNTY OF SAN MATEO
Municipal Government·REDWOOD CITY
BROADMOOR POLICE PROTECTION DISTRICT
Special District·BROADMOOR
CENTRAL COUNTY FIRE DEPARTMENT
Special District·BURLINGAME
CITY/COUNTY ASSOC OF GOVTS OF SAN MATEO CO
Special District·REDWOOD CITY
COLMA FIRE PROTECTION DISTRICT
Special District·COLMA
HEALTH ADMINISTRATION
Special District·SAN MATEO
HEALTHCARE FOR THE HOMELESS/FARMWORKER HEALTH PROGRAM
Special District·SAN MATEO
HEART-SV
Special District
MENLO PARK FIRE PROTECTION DISTRICT
Special District·MENLO PARK
MONTARA WATER AND SANITARY DISTRICT
Special District·MONTARA
NET SIX JOINT POWERS AUTHORITY
Special District·BELMONT
North San Mateo County Sanitation District
Special District
PARKS DEPARTMENT
Special District·REDWOOD CITY
PENINSULA CLEAN ENERGY AUTHORITY
Special District·REDWOOD
PENINSULA CORRIDOR JOINT POWERS BOARD
Special District·SAN CARLOS
SAN FRANCISCO BAY AREA REGIONAL WATER SYSTEM FINANCING AUTHORITY
Special District·SAN MATEO
SAN FRANCISQUITO CREEK JOINT POWERS AUTHORITY
Special District·MENLO PARK
San Mateo CFD No 2008-1
Special District
SAN MATEO CO NARCOTICS TASK FORCE
Special District·SAN MATEO
SAN MATEO CO OPERATIONAL AREA EMERGENCY SVCS ORG AUTHORITY
Special District·REDWOOD CITY
SAN MATEO CO PRE-HOSP EMERG MED SVCS GRP
Special District·BURLINGAME
SAN MATEO COUNTY EXPRESS LANES JOINT POWERS AUTHORITY
Special District·REDWOOD CITY
SAN MATEO COUNTY MOSQUITO AND VECTOR CONTROL DISTRICT
Special District·BURLINGAME
SAN MATEO COUNTY SCHOOL INSURANCE GROUP
Special District·REDWOOD CITY
SAN MATEO COUNTY TELECOMMUNICATIONS AUTHORITY
Special District·REDWOOD CITY
SAN MATEO COUNTY TRANSIT DISTRICT
Special District·SAN CARLOS
SILICON VALLEY CLEAN WATER
Special District·REDWOOD CITY
CANADA COLLEGE
School District·REDWOOD CITY
SAN MATEO CO SPL SCHS OPER BY CO SUPT
School District·REDWOOD CITY
SKYLINE COLLEGE
School District·SAN BRUNO
10100 GROWTH FOUNDATION
Nonprofit Organization·MENLO PARK
163 ST MATTHEW
Nonprofit Organization·Belmont
1 Grain to 1000 Grains
Nonprofit Organization·Menlo Park
28675678 SANGAMO SANGUINATORS
Nonprofit Organization·Brisbane
4000MILLIGRAMS
Nonprofit Organization·Menlo Park
4055223 REDWOOD CITY NATIONAL LL
Nonprofit Organization·Redwood City
4 Day Week Global US Inc
Nonprofit Organization·Menlo Park
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pacifica
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Half Moon Bay
904 BAYSWATER AVE
Nonprofit Organization·Burlingame
90 ANGELA
Nonprofit Organization·Redwood City
911 WARRIOR FOUNDATION INC
Nonprofit Organization·San Bruno
AASHNI
Nonprofit Organization·Belmont
ABCs for Global Health Inc
Nonprofit Organization·PACIFICA
ABE AND EDITH BALLONOFF FAMILY
Nonprofit Organization·SAN CARLOS
ABEONACARES INC
Nonprofit Organization·menlo park
ABILITYPATH
Nonprofit Organization·REDWOOD CITY
ABILITYPATH AUXILIARY
Nonprofit Organization·BURLINGAME
ABILITYPATH HOUSING
Nonprofit Organization·REDWOOD CITY
ABLECLOSET
Nonprofit Organization·San Carlos
ABLE WORKS
Nonprofit Organization·MENLO PARK
ABORTION FREEDOM PARTNERSHIP
Nonprofit Organization·South San Francisco
A BRIGHTER DAY YOUTH WORK PROGRAM
Nonprofit Organization·BELMONT
ABS CBN FOUNDATION INTERNATIONAL
Nonprofit Organization·BURLINGAME
Abundant Grace Coastside Worker Inc
Nonprofit Organization·Half Moon Bay
ABUNDANT LIFE CARE INC
Nonprofit Organization·REDWOOD CITY
Academy College Prep
Nonprofit Organization·Atherton
ACADEMY FOR INTERNATIONAL HEALTH PHILANTHROPY
Nonprofit Organization·Menlo Park
ACADEMY OF AURICULAR MEDICINE INC
Nonprofit Organization·Burlingame
ACADEMY OF COGNITIVE LEARNING
Nonprofit Organization·BURLINGAME
ACADEMY OF ENDOSCOPY INC
Nonprofit Organization·WOODSIDE
ACCREDITING COMMISSION FOR SCHOOLS
Nonprofit Organization·BURLINGAME
Accumulus Synergy Inc
Nonprofit Organization·Burlingame
AC STAR PERFORMING CULTURAL ART CTR
Nonprofit Organization·SAN CARLOS
ACTAI GLOBAL INC
Nonprofit Organization·MENLO PARK
ACTIVE LEARNING IN THE ARTS INC
Nonprofit Organization·MENLO PARK
ADAPT FOUNDATION
Nonprofit Organization·Woodside
ADAPTIVE PHYSICAL EDUCATION
Nonprofit Organization·Redwood City
Addario Lung Cancer Medical Institute
Nonprofit Organization·San Carlos
ADELANTE FOUNDATION INC
Nonprofit Organization·WOODSIDE
A DOGS LOVE INC
Nonprofit Organization·El Granada
ADOLESCENT COUNSELING SERVICES
Nonprofit Organization·REDWOOD CITY
ADVANCED SCIENCE EXPLORATORY PROGRAM
Nonprofit Organization·South San Francisco
ADVOCACY ACTION FUND INC
Nonprofit Organization·MENLO PARK
ADVOCATES FOR ACCESSIBLE RECREATION
Nonprofit Organization·BURLINGAME
ADVOCATES FOR A CLEAN ENVIRONMENT
Nonprofit Organization·Half Moon Bay
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·Half Moon Bay
A FRANK ROTHSCHILD FUND
Nonprofit Organization·WOODSIDE
AFRICAN YOUTH HEALTH EDUCATION MAGNET
Nonprofit Organization·Redwood City
AGEUP, INC.
Nonprofit Organization·REDWOOD CITY