# LYELL WEALTH MANAGEMENT LP

LYELL WEALTH MANAGEMENT LP of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283521
- Type: SEC-registered investment adviser
- SEC file number: 801-107892
- Location: 3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA, 94025
- Phone: 650-353-3692
- Latest filing: 2026-03-27
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 11
- Accounts: 307

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities, Corporations, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Kevin Philip Connell](https://search.stillhousedata.com/person/700735) | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| [Matthew Isaac Bennitt](https://search.stillhousedata.com/person/700736) | MANAGING DIRECTOR; MANAGING MEMBER | — |
| [Jeffrey Garvin Berry](https://search.stillhousedata.com/person/700737) | MANAGING DIRECTOR; MANAGING MEMBER | — |
| [Nancy Falkenberg Tuck](https://search.stillhousedata.com/person/700738) | MANAGING DIRECTOR; MANAGING MEMBER | — |
| [BENNITT MATTHEW ISAAC](https://search.stillhousedata.com/person/837799) | MANAGING DIRECTOR; MANAGING MEMBER | — |
| [CONNELL KEVIN PHILIP](https://search.stillhousedata.com/person/837800) | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| [BERRY JEFFREY GARVIN](https://search.stillhousedata.com/person/837801) | MANAGING DIRECTOR; MANAGING MEMBER | — |
| [TUCK NANCY FALKENBERG](https://search.stillhousedata.com/person/837802) | MANAGING DIRECTOR; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283521/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283521/similar
- Related entities: https://search.stillhousedata.com/firm/283521/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283521

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.