Asa
Graves
Graves Light Lenhart
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About this Advisor
Asa Graves is a chartered financial analyst working in Harrisonburg, Virginia who has 5 years of industry experience. Graves is currently employed by Graves Light Lenhart. Throughout their career, Graves has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Graves-Light Private Wealth Management, Inc. Graves maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Virginia. Graves Light Lenhart is an advisory firm that has its headquarters in Harrisonburg, VA. It oversees $934 million in total assets among its 1,115 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 1,115 client accounts, 57% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Graves Light Lenhart typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Graves Light Lenhart Brokerage Details
$933,661,749
9
1,115
$837,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Asa Graves Work History
Asa has been registered as a financial advisor for 5 years.*
Graves-Light Private Wealth Management, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Asa Graves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Graves Light Lenhart
Harrisonburg, VA
Harrisonburg, VA
Harrisonburg, VA
Harrisonburg, VA
Harrisonburg, VA
Merrifield, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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