Lyell Wealth Management, LP

5+
Downloads
Content rating
Everyone
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About this app

The Lyell Wealth Management mobile application enables authorized clients to access asset allocation, portfolio data and related activity in a simple, elegant interface. You will need to be a Lyell Wealth Management client and Black Diamond user that has been authorized to use this application. If you would like to request access, please contact your Lyell Wealth Management advisor.
Updated on
Dec 12, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted

App support

About the developer
Lyell Wealth Management LP
kevin@lyellwealth.com
3000 Sand Hill Rd Bldg 1 Menlo Park, CA 94025 United States
+1 415-264-2648