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Ashley Philip Heatwole

GRAVES LIGHT LENHART WEALTH, INC.·HARRISONBURG, Virginia
Series 79CFAClean record5 years registeredGRAVES LIGHT LENHART WEALTH, INC.
100 SOUTH MASON STREET, HARRISONBURG, VA 22801CRD# 5679332Firm CRD# 298283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ashley Philip Heatwole · HARRISONBURG, VA
Registration
CRD #5679332 · GRAVES LIGHT LENHART WEALTH, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

GRAVES LIGHT LENHART
Jan 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 79
Registration record
First registered · January 27, 2021
Years registered · 5
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
View all advisors at GRAVES LIGHT LENHART WEALTH, INC. →
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05

Frequently Asked Questions

What services does Ashley Philip Heatwole offer?
Ashley Philip Heatwole specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Ashley Philip Heatwole's credentials?
Ashley Philip Heatwole holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ashley Philip Heatwole located?
Ashley Philip Heatwole 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 Ashley Philip Heatwole charge for services?
Ashley Philip Heatwole'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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Other Advisors at GRAVES LIGHT LENHART WEALTH, INC.

Asa Wesley Graves
HARRISONBURG, VA
CFA
Jeffrey Grant Lenhart
HARRISONBURG, VA
John Douglas Light
HARRISONBURG, VA

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