Investment adviser · CRD 298283

GRAVES LIGHT LENHART

Investment adviser filing (IA)

GRAVES LIGHT LENHART WEALTH, INC.

HARRISONBURG, VA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.23B
Form ADV · Item 5.F
Client accounts
1,294
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals248$978,004,90579.3%
Charities16$118,999,7019.6%
Individuals155$53,475,9314.3%
Retirement plans11$49,633,7544.0%
Corporations & businesses8$33,918,5282.7%
Filing source

Form ADV 2079068 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets

Principal office

100 SOUTH MASON STREET, SUITE C
HARRISONBURG, VA, 22801, United States

CRD 298283

Filing source

Form ADV 2079068 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.