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| Happy Holidays!! thanks for using AUM13F!! |
| Graves Light Lenhart Wealth Inc
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| CRD # | 298283 |
| SEC # | 801-113908 |
| CIK # | 0001759803 |
| AUM | $1.1 B (2025-03-04) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 540-433-3076 |
| Address | 100 South Mason Street Harrisonburg, VA 22801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001759803 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.6 | ||
| Alphabet Inc | 13.6 | ||
| J P Morgan Chase & Co | 11.2 | ||
| Amazon Com Inc | 11.1 | ||
| Sysco Corp | 7.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 52.7 |
| (b) Individuals (high net worth individuals) | 227 | 857.7 |
| (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 | 10 | 39.2 |
| (h) Charitable organizations | 16 | 95.3 |
| (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 | 9 | 36.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,217 | 1,081.5 |
| By Discretionary | ||
| Discretionary | 1,197 | 1,042.2 |
| Non-Discretionary | 20 | 39.3 |
| Total | 1,217 | 1,081.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,081.5 | |
| Total | 1,217 | 1,081.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001759803] |
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