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GOING CPAS & WEALTH ADVISORS, LLP

OPELOUSAS, LA · CRD 117104 · IAPD ↗ · going.cpa · 337-942-3041

$160.8MRegulatory AUM
9Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — GOING CPAS AND WEALTH ADVISORS is now doing business as GOING CPAS & WEALTH ADVISORS, LLP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
March 2026 — GOING CPAS AND WEALTH ADVISORS changed its website from goingcpa.com to going.cpa.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2026 — GOING CPAS AND WEALTH ADVISORS reported RAUM up 30% ($123.9M -> $160.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2026 — GOING CPAS AND WEALTH ADVISORS now reports custody of client assets ($12.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2025 — GOING CPAS AND WEALTH ADVISORS (OPELOUSAS, LA) is newly SEC-registered with $123.9M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.