Ashley Heatwole
Graves Light Lenhart Private Wealth Management · Harrisonburg, Virginia
Ashley Heatwole is a fee-only financial advisor at Graves Light Lenhart Private Wealth Management in Harrisonburg, Virginia, who holds the CFP and CFA credentials. Ashley focuses on estate & legacy planning, small business owners and founders (pre-exit). Graves Light Lenhart Private Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Graves Light Lenhart Private Wealth Management |
|---|---|
| Based in | Harrisonburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.23B across 1,294 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in VA · CRD 5679332 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.gllwealth.com |
How Ashley's firm compares
- Graves Light Lenhart Private Wealth Management's average account is about $954,000, from its Form ADV (assets managed divided by 1,294 accounts).
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Questions about Ashley
Is Ashley Heatwole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Graves Light Lenhart Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Graves Light Lenhart Private Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ashley Heatwole based?
Ashley Heatwole is based in Harrisonburg, Virginia.
What does Ashley specialize in?
Ashley's specialties include estate & legacy planning, small business owners and founders (pre-exit).
What credentials does Ashley Heatwole hold?
Ashley Heatwole holds the CFP and CFA credentials.
Is Ashley Heatwole registered with the SEC?
Yes. Ashley Heatwole is registered as an investment adviser representative in VA (CRD 5679332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Graves Light Lenhart Private Wealth Management manage?
Graves Light Lenhart Private Wealth Management reports $1.23B across 1,294 accounts in assets under management.
How do I contact Ashley Heatwole?
Through Ashley's website, www.gllwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Graves Light Lenhart Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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