GRAVES LIGHT LENHART

Legal name: GRAVES LIGHT LENHART WEALTH, INC.

CRD 298283File 801-113908

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.23B

Above cohort median (national)

Discretionary AUM

$1.18B

Non-discretionary $56.0M

Clients

438

1,294 accounts

Employees

Top 25% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Aug 24, 2018
Principal office: 100 SOUTH MASON STREET, SUITE C, HARRISONBURG, VA, 22801
Phone: (540) 433-3076
Website: https://www.gllwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.23B
Discretionary AUM: $1.18B
Non-discretionary AUM: $56.0M
Discretionary accounts: 1,184
Non-discretionary accounts: 110
Total accounts: 1,294
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$33.9M
Charitable organizations	16	$119.0M
High net worth individuals	248	$978.0M
Pension and profit sharing plans	11	$49.6M
Individuals (other than high net worth individuals)	155	$53.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.