Graves Light Lenhart Wealth Inc

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Assets, Funds, Holdings

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Graves Light Lenhart Wealth Inc
CRD #298283
SEC #801-113908
CIK #0001759803
AUM $1.1 BB (2024-03-06)
Employees 9 (67% Investors, 0% Brokers)
Phone540-433-3076
Address100 South Mason Street
Harrisonburg, VA 22801
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
110088066044022002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 34.7
GOOGL 1,475,138.5 17.8
AMZN 1,092,997.8 12.1
JPM 340,169.2 10.6
CVX 294,604.1 7.8
 
 
 
 
 
 
Holdings by Sector ($MM)
90072054036018002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 122 67.5
(b) Individuals (high net worth individuals) 202 734.0
(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 9 29.8
(h) Charitable organizations 14 71.5
(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 30.8
(n) Other 0 0.0
Total 1,115 933.7
By Discretionary
Discretionary 1,105 903.9
Non-Discretionary 10 29.8
Total 1,115 933.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 933.7
Total 1,115 933.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001759803]
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