Going Cpas & Wealth Advisors, LLP
● SEC registered since 2025CRD 117104SEC# 801-132882Opelousas, LA
Reg. AUM
$160.8M
Employees
10
Accounts
601
Location
Opelousas, LA
Going Cpas & Wealth Advisors, LLP assets under management
Going Cpas & Wealth Advisors, LLP is an SEC-registered investment adviser based in Opelousas, LA. The firm has been registered since 2025. It reports $160.8 million in regulatory assets under management and employs 10 people.
Going Cpas & Wealth Advisors, LLP owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy B Spellman Cpa LLC | Limited Partner | 10-25% | 2023 |
| Amy Broussard Spellman Control | Member | Under 5% | 2023 |
| C. Matthew Ledoux, Cpa, L.L.C. | Limited Partner | 10-25% | 2016 |
| Charles A Going Control | Member | Under 5% | 2009 |
| Charles Matthew Ledoux Control | Member | Under 5% | 2016 |
| Craig C Lebouef Control | Chief Compliance Officer, Member | Under 5% | 2009 |
| Craig C. Lebouef, Cpa, L.L.C. | Limited Partner | 10-25% | 2009 |
| Darren J. Cart, Cpa, L.L.C. | Limited Partner | 10-25% | 2009 |
| Darren Joseph Cart Control | Member | Under 5% | 2009 |
| Donald E Fisher Control | Member | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Going Cpas & Wealth Advisors, LLP manage?
Going Cpas & Wealth Advisors, LLP reports $160.8 million in regulatory assets under management on its Form ADV.
How many employees does Going Cpas & Wealth Advisors, LLP have?
Going Cpas & Wealth Advisors, LLP reports 10 employees.
Where is Going Cpas & Wealth Advisors, LLP located?
Going Cpas & Wealth Advisors, LLP is based in Opelousas, LA and has been SEC-registered since 2025.
Does Going Cpas & Wealth Advisors, LLP disclose fund performance?
Going Cpas & Wealth Advisors, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2811 South Union, Opelousas, LA 70570 |
| Phone | 337-942-3041 |
| Fax | 337-942-7112 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.8M▲ 30%
Apr '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$160.8Mregulatory AUM
Discretionary $160.8M