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GRAVES LIGHT LENHART

HARRISONBURG, VA · CRD 298283 · IAPD ↗ · gllwealth.com · (540) 433-3076

$1.23BRegulatory AUM
8Advisory reps
11Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — GRAVES LIGHT LENHART notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — GRAVES LIGHT LENHART notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — GRAVES LIGHT LENHART notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GRAVES LIGHT LENHART crossed $1B in regulatory AUM ($933.7M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2024 — GRAVES LIGHT LENHART notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — GRAVES LIGHT LENHART added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.