Graves Light Lenhart Wealth, Inc.
● SEC registered since 2018CRD 298283SEC# 801-113908Harrisonburg, VA
Reg. AUM
$1.23B
Employees
11
Accounts
1,294
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 $1.2 billion in regulatory assets under management and employs 11 people.
Graves Light Lenhart Wealth, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asa Wesley Graves Control | President | Over 75% | 2018 |
| Ashley Philip Heatwole Control | Director | Under 5% | 2024 |
| Jeffrey Grant Lenhart Control | Chief Compliance Officer,secretary And Treasurer | 5-10% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Graves Light Lenhart Wealth, Inc. manage?
Graves Light Lenhart Wealth, Inc. reports $1.2 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 11 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
| Address | 100 South Mason Street, Suite C, Harrisonburg, VA 22801 |
| Phone | (540) 433-3076 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1759803 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.18BNon-discretionary $56M