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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 Oct 1, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $56.0M
Clients
438
1,294 accounts
Employees
11
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 408 | 438 | increased by30 |
| Apr 1, 2026 | AUM | $1,081,499,052 | $1,234,032,819 | increased by$152,533,767 |
| Apr 1, 2026 | Accounts | 1,217 | 1,294 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 369 | 408 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,033,284,313 | $1,081,499,052 | increased by$48,214,739 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,108 | 1,217 | increased by109 |
| Apr 1, 2022 | Clients | 320 | 369 | increased by49 |
| Apr 1, 2022 | AUM | $822,641,188 | $1,033,284,313 | increased by$210,643,125 |
| Apr 1, 2022 | Accounts | 1,018 | 1,108 | increased by90 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRAVES LIGHT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRAVES LIGHT” may also match similarly-named firms). Confirm identity against each filing.
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.