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Asa Wesley Graves

GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, Virginia
SIE, Series 7, Series 63, Series 65CFAClean record23 years registeredGRAVES LIGHT LENHART WEALTH, INC.
100 SOUTH MASON STREET, HARRISONBURG, VA 22801CRD# 2173587Firm CRD# 298283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Asa Wesley Graves · HARRISONBURG, VA
Registration
CRD #2173587 · GRAVES LIGHT LENHART WEALTH, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

Aug 2018present
Jun 2003Sep 2018
HARRISONBURG, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · June 17, 2003
Years registered · 23
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAVES LIGHT LENHART WEALTH, INC.
CRD 298283 · SEC 801-113908
AUM
$1.1B
Regulatory assets under management
Employees
10
1,141 client accounts
Services offered by GRAVES LIGHT LENHART WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Asa Wesley Graves offer?
Asa Wesley Graves specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Asa Wesley Graves's credentials?
Asa Wesley Graves holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Asa Wesley Graves located?
Asa Wesley Graves is based in HARRISONBURG, Virginia, working with GRAVES LIGHT LENHART WEALTH, INC.. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
How does Asa Wesley Graves charge for services?
Asa Wesley Graves's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAVES LIGHT LENHART WEALTH, INC.?
GRAVES LIGHT LENHART WEALTH, INC. has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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