Ashley Philip Heatwole
Investment adviser representative at Graves Light Lenhart
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Graves Light LenhartJan 2021 to now
- Graves-light Private Wealth ManagementJan 2021 to now
- Shenkman CapitalMar 2015 to Nov 2020
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Graves Light Lenhart
Legal name: Graves Light Lenhart Wealth, Inc.
$1.2BAssets managed
438Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5679332
- Firm CRD
- 298283