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  • Lyell Wealth Management, LP screenshot 1
  • Lyell Wealth Management, LP screenshot 2
  • Lyell Wealth Management, LP screenshot 3

About 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.

What’s new

Version 1.99 · Updated October 31, 2026

• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements

App privacy

The developer, Lyell Wealth Management LP, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID
  • Contact Info: Name

Used for: Analytics, App Functionality

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