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GOING CPAS & WEALTH ADVISORS, LLP
CRD 117104File 801-132882
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$160.8M
Bottom 25% of cohort (national)
Discretionary AUM
$160.8M
Clients
324
601 accounts
Employees
11
Bottom 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 4, 2025
- Principal office
- 2811 SOUTH UNION, OPELOUSAS, LA, 70570
- Phone
- 337-942-3041
- Website
- HTTPS://GOING.CPA
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.8M
- Discretionary AUM
- $160.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 601
- Non-discretionary accounts
- 0
- Total accounts
- 601
- AUM per client
- $496K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Charitable organizations | Fewer than 5 | $11.2M |
| High net worth individuals | 38 | $76.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | 286 | $66.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 10 | 11 | increased by1 |
| Mar 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 162 | 324 | increased by162 |
| Mar 1, 2026 | AUM | $123,859,543 | $160,825,856 | increased by$36,966,313 |
| Mar 1, 2026 | Accounts | 394 | 601 | increased by207 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOING CPAS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOING CPAS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.