# GOING CPAS AND WEALTH ADVISORS

GOING CPAS AND WEALTH ADVISORS is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/going-cpas-wealth-advisors

## Regulatory record

- **CRD number:** 117104
- **SEC file number:** 801-132882
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117104

## About

GOING CPAS AND WEALTH ADVISORS is an SEC-registered investment adviser in Opelousas, LA, registered since 2025. The firm manages approximately $161 million in regulatory assets. It employs 10 staff and 8 investment advisers.

## Questions

### What types of clients does the firm typically serve?

The firm's client base skews toward business owners, professional-service partners, and multi-generational families whose wealth is concentrated in operating businesses, real estate holdings, or trust structures. Many relationships originate through the tax-preparation side of the practice, converting compliance engagements into comprehensive wealth-management mandates over time.

### Does the firm invest in private markets or alternatives?

Where suitable for accredited and qualified clients, the firm can incorporate private placements, alternative strategies, and direct real estate exposure into portfolios. These allocations are evaluated for their after-tax return characteristics and alignment with estate-planning objectives, with the CPA arm structuring entity-level tax treatment where applicable.

### How is Going CPAs and Wealth Advisors different from a standalone RIA or a traditional accounting firm?

The firm combines a licensed CPA practice and an RIA under one roof, collapsing the typical coordination gap between an external tax preparer and an external wealth manager. When a client sells a business, restructures a partnership, or faces a trust-related distribution, the tax and investment responses are designed and executed by the same team, reducing the friction and delay that multi-firm arrangements often create.

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Last updated: 2026-07-06T01:24:17.407Z

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