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| Graves Light Lenhart Wealth Inc
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|---|---|
| CRD # | 298283 |
| SEC # | 801-113908 |
| CIK # | 0001759803 |
| AUM | $1.2 B (2026-03-30) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 540-433-3076 |
| Address | 100 South Mason Street Harrisonburg, VA 22801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.8 | ||
| Alphabet Inc | 24.5 | ||
| Amazon Com Inc | 12.1 | ||
| Alphabet Inc | 8.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 53.5 |
| (b) Individuals (high net worth individuals) | 248 | 978.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 49.6 |
| (h) Charitable organizations | 16 | 119.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 33.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,294 | 1,234.0 |
| By Discretionary | ||
| Discretionary | 1,184 | 1,178.0 |
| Non-Discretionary | 110 | 56.0 |
| Total | 1,294 | 1,234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,234.0 | |
| Total | 1,294 | 1,234.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001759803] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Financial Advisors LLC
✚
|
VA | 1.2 |
|
KPP Advisory Services LLC
✚
|
KY | 1.2 |
|
Opal Wealth Advisors LLC
✚
|
NY | 1.2 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 1.2 |
|
Great Waters Wealth Management
✚
|
MN | 1.2 |
|
KWB Wealth
✚
|
CA | 1.2 |
|
M Financial Asset Management Inc
✚
|
OR | 1.2 |
|
KWMG LLC
✚
|
KS | 1.2 |
|
Hengehold Capital Management LLC
✚
|
OH | 1.2 |
|
Vision Capital Management Inc
✚
|
OR | 1.2 |