Overview
Assets Under Management: $161 million
Headquarters: OPELOUSAS, LA
High-Net-Worth Clients: 38
Average Client Assets: $2.0 million
Frequently Asked Questions
GOING CPAS AND WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117104), GOING CPAS AND WEALTH ADVISORS is subject to fiduciary duty under federal law.
GOING CPAS AND WEALTH ADVISORS is headquartered in OPELOUSAS, LA.
GOING CPAS AND WEALTH ADVISORS serves 38 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, GOING CPAS AND WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GOING CPAS AND WEALTH ADVISORS manages $161 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, GOING CPAS AND WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.69%
Average Client Assets: $2.0 million
Total Client Accounts: 601
Discretionary Accounts: 601
Regulatory Filings
CRD Number: 117104
Filing ID: 2043699
Last Filing Date: 2026-02-12 17:11:36