# Lyell Wealth Management, LP

> Lyell Wealth Management client portal for portfolio and asset data access. (iPhone/iPad app by Lyell Wealth Management LP.)

- Source: https://appshunter.io/ios/app/lyell-wealth-management-lp/id1632068730 (this page in markdown: same URL + `.md`)
- Developer: [Lyell Wealth Management LP](https://appshunter.io/developer/1632068732)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2022-08-04
- Data updated: 2026-08-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/lyell-wealth-management-lp/id1632068730/reviews.md

## What is Lyell Wealth Management, LP?

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.

## Key features

- Asset allocation view
- Portfolio data access
- Activity tracking
- Elegant interface
- Client-specific access


## Frequently asked questions about Lyell Wealth Management, LP

### How do I get access to Lyell Wealth Management?

To gain access to the Lyell Wealth Management app, you must be an existing client and a Black Diamond user. You will need to contact your Lyell Wealth Management advisor to request authorization for the application.

### Is Lyell Wealth Management free to use?

Yes, the Lyell Wealth Management application is available for free. It requires you to be an authorized client and Black Diamond user to access its features.

### What devices does Lyell Wealth Management support?

Lyell Wealth Management is compatible with iPhone, iPad, and iPod devices. This ensures you can access your financial data on various Apple mobile devices.

### How secure is Lyell Wealth Management?

While specific security measures are not detailed, the app is designed for authorized clients to access sensitive financial data. It is crucial to follow your advisor's guidance on account security.

### When was Lyell Wealth Management last updated?

The latest version of Lyell Wealth Management is 1.95, which was last updated on May 4, 2026. This indicates ongoing development and maintenance for the application.

### What kind of financial information can I see in Lyell Wealth Management?

The Lyell Wealth Management app allows you to view your asset allocation, detailed portfolio data, and related financial activity. The interface is designed to be simple and elegant for easy comprehension.

### Does Lyell Wealth Management have ads?

No, Lyell Wealth Management does not contain advertisements. As a free application for authorized clients, it focuses on providing a clean and uninterrupted user experience.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-05.*