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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthSummit north
- Established Date
- 03-01-2016
- Office Locations
- 1
Office Locations
About Lyell Wealth Management LP
Lyell Wealth Management is an independent, Menlo Park-based fiduciary wealth manager providing extensive financial planning and customized investment management for high-net-worth individuals and families, including tax, estate, philanthropic and executive compensation planning. The firm emphasizes U.S.-equity positioning and uses ETFs as a core vehicle, with primary custody at Charles Schwab and a regular market/economic “Perspectives” publication.
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Owner & Executives
MATTHEW ISAAC BENNITT
MANAGING DIRECTOR, Portfolio Manager
- CRD
- #2603362
- Ownership
- 10% but less than 25%
JEFFREY GARVIN BERRY
MANAGING DIRECTOR, Senior Vice President
- CRD
- #2320205
- Ownership
- 10% but less than 25%
Timber timber
Vertex optima
- CRD
- #49035
- Ownership
- 46.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,647,084,758 | $5,365,097 |
| Non-Discretionary | $0 | -- |
| Total | $1,647,084,758 | $5,365,097 |
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Separately Managed Accounts
Total SMA Asset: $1,647,084,758
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $481,343,792 | 6.2% |
| Public Funds | $1,389,686,109 | 17.9% |
| Corporate - Investment Grade | $605,561,545 | 7.8% |
| Private Funds | $504,634,621 | 6.5% |
| Cash | $1,979,720,435 | 25.5% |
| U.S. Government/Agency | $1,762,339,367 | 22.7% |
| Municipal Bonds | $1,040,323,679 | 13.4% |
| Total | $7,763,609,548 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOUNDATION ZENITH | FOCUS NORTH | DMZITDFAS | IUPIQ | 9.78% | $49,284,075 |
| BEACON LEGACY VITAL | RIDGE FUSION | XD6DI2WS3 | FOB | 7.38% | $106,890,503 |
| PATHWAY FOCUS | CATALYST RIDGE | D53X20JIA | KPXUQ | 6.34% | $17,902,398 |
| RADIAL ELEMENT PRIME | RIDGE FOCUS | VFRNEHWTV | DMM | 2.19% | $65,395,403 |
| FUSION VECTOR | WAVE BRIDGE | QS3E9G3H8 | BLGA | 6.27% | $78,876,765 |
| SUMMIT FRONTIER EAGLE | MOMENTUM EMBER | 18NSNZ65A | GBVWS | 0.89% | $109,307,230 |
| VALUE FRONTIER FOCUS | LEGACY MATRIX | UJXQ7QUXH | QTMZM | 8.49% | $2,636,085 |
| CATALYST DELTA | NORTH VALUE | UZSIPWWNH | MUF | 11.62% | $106,834,700 |