Graves Light Lenhart Wealth, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 438
- Avg AUM / client
- $2.8M
- Accounts
- 1,294
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 155 | $53.5M | 4.33% |
| High net worth individuals | 248 | $978M | 79.3% |
| Pension and profit sharing plans | 11 | $49.6M | 4.02% |
| Charitable organizations | 16 | $119M | 9.64% |
| Corporations and other businesses | 8 | $33.9M | 2.75% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| The Community Foundation Of Harrisonburg And Rockingham County EIN 541920746 | Harrisonburg, VA | 06/30/2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Asa Wesley Graves | President | CFA | Aug 2018 (8y) | 75% or more |
| Jeffrey Grant Lenhart | Chief Compliance Officer,Secretary And Treasurer | CFP | Aug 2018 (8y) | 5% – 10% |
| John Douglas Light | Vice President | Aug 2018 (8y) | 10% – 25% | |
| Ashley Philip Heatwole | Director | CFP CFA | Jan 2021 (6y) | Less than 5% |
| Asa Wesley Graves | Registered representative | Sep 2018 (8y) | ||
| Jason Douglas Fink | Registered representative | Feb 2019 (7y) | ||
| Nicholas Andrew Perrine | Registered representative | CFP | May 2024 (2y) | |
| Ryan Petersen Waid | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| The Community Foundation Of Harrisonburg And Rockingham County | Public charity | $87.9M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗