Overview
Assets Under Management: $1.1 billion
Headquarters: HARRISONBURG, VA
High-Net-Worth Clients: 227
Average Client Assets: $4 million
Frequently Asked Questions
GRAVES LIGHT LENHART WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298283), GRAVES LIGHT LENHART WEALTH, INC. is subject to fiduciary duty under federal law.
GRAVES LIGHT LENHART WEALTH, INC. is headquartered in HARRISONBURG, VA.
GRAVES LIGHT LENHART WEALTH, INC. serves 227 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, GRAVES LIGHT LENHART WEALTH, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRAVES LIGHT LENHART WEALTH, INC. manages $1.1 billion in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, GRAVES LIGHT LENHART WEALTH, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,217
Discretionary Accounts: 1,197
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 298283
Last Filing Date: 2025-03-04 00:00:00
Website: https://gllwealth.com