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GRAVES LIGHT LENHART
GRAVES LIGHT LENHART WEALTH, INC.
CRD 298283 · SEC 801-113908
100 SOUTH MASON STREET, SUITE C, HARRISONBURG, VA, 22801, United States
Phone
(540) 433-3076
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.18B
Team
11 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $53.5M |
| High net worth individuals | 248 | $978.0M |
| Pension/profit sharing plans | 11 | $49.6M |
| Charitable organizations | 16 | $119.0M |
| Corporations/business entities | 8 | $33.9M |
States served
ID, MD, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD