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Graves Light Lenhart Wealth Inc
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CRD # | 298283 |
SEC # | 801-113908 |
CIK # | 0001759803 |
AUM | $1.1 BB (2024-03-06) |
Employees | 9 (67% Investors, 0% Brokers) |
Phone | 540-433-3076 |
Address | 100 South Mason Street Harrisonburg, VA 22801 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001759803] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Triad Advisors LLC
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|
GA | 1.1 |
SHP Wealth Management LLC
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MA | 1.1 |
Lyell Wealth Management LP
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CA | 1.1 |
Strategic Wealth Partners Ltd
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OH | 1.1 |
Martel Wealth Advisors Inc
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|
WA | 1.1 |
Compak Asset Management
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|
CA | 1.1 |
Centennial Securities Company Inc
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|
MI | 1.1 |
MV Capital Management Inc
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|
MD | 1.1 |
The Prosperity Consulting Group LLC
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|
MD | 1.1 |
Abound Wealth Management LLC
✚
|
TN | 1.1 |