OPELOUSAS, LACRD 117104Registration Status: ApprovedEffective since August 4, 2025Latest ADV August 10, 2026
Going Cpas and Wealth Advisors is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Opelousas, LA. Its latest Form ADV filing, dated July 16, 2026, reports $161M in regulatory assets under management, 10 employees, 2 offices, and 601 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
286
2
HNWI
11.7%
38
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of August 10, 2026
Discretionary100.0%
$161M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts601
10Y AUM Change+$37M (+29.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee29:1
10Y Employee Change-1 (-9.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.