LYELL WEALTH MANAGEMENT LP of MENLO PARK, CA is an SEC-registered investment adviser (CRD 283521). Regulatory assets under management: $1.6B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Kevin Philip Connell | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Matthew Isaac Bennitt | MANAGING DIRECTOR; MANAGING MEMBER | — |
| Jeffrey Garvin Berry | MANAGING DIRECTOR; MANAGING MEMBER | — |
| Nancy Falkenberg Tuck | MANAGING DIRECTOR; MANAGING MEMBER | — |
| BENNITT MATTHEW ISAAC | MANAGING DIRECTOR; MANAGING MEMBER | — |
| CONNELL KEVIN PHILIP | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| BERRY JEFFREY GARVIN | MANAGING DIRECTOR; MANAGING MEMBER | — |
| TUCK NANCY FALKENBERG | MANAGING DIRECTOR; MANAGING MEMBER | — |