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Graves Light Lenhart Wealth, Inc.

● SEC registered since 2018CRD 298283SEC# 801-113908Harrisonburg, VA
Export (members)
Reg. AUM
$1.08B
Employees
10
Accounts
1,217
Location
Harrisonburg, VA

Graves Light Lenhart Wealth, Inc. assets under management

Graves Light Lenhart Wealth, Inc. is a registered investment adviser overseen by the SEC based in Harrisonburg, VA. The firm has been registered since 2018. It reports $1.1 billion in regulatory assets under management and employs 10 people.
www.gllwealth.comView on SEC.gov ↗

Graves Light Lenhart Wealth, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Asa Wesley Graves ControlPresidentOver 75%2018
Ashley Philip Heatwole ControlDirectorUnder 5%2024
Jeffrey Grant Lenhart ControlChief Compliance Officer,secretary And Treasurer5-10%2018
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Frequently asked questions

How much does Graves Light Lenhart Wealth, Inc. manage?

Graves Light Lenhart Wealth, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Graves Light Lenhart Wealth, Inc. have?

Graves Light Lenhart Wealth, Inc. reports 10 employees.

Where is Graves Light Lenhart Wealth, Inc. located?

Graves Light Lenhart Wealth, Inc. is based in Harrisonburg, VA and has been SEC-registered since 2018.

Does Graves Light Lenhart Wealth, Inc. disclose fund performance?

Graves Light Lenhart Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 South Mason Street, Suite C, Harrisonburg, VA 22801
Phone(540) 433-3076
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1759803
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$39.3M
Total (RAUM)$1.08B