Private Market View

GOING CPAS AND WEALTH ADVISORS

Other · OPELOUSAS, LA

AUM
$274K
Portfolio companies
Recorded deals
Last investment

Key facts

  • GOING CPAS AND WEALTH ADVISORS is a other based in OPELOUSAS, LA.
  • GOING CPAS AND WEALTH ADVISORS reports $274K in regulatory assets under management, per its SEC Form ADV (2026-02).

Registered with the SEC

Form ADV · 2026-02 · CRD 117104
Regulatory AUM
$274K
Private fund assets
Private funds
Staff
10
Registered office
OPELOUSAS, LA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GOING, SEBASTIEN, FISHER & LEBOUEF, LLP).

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Portfolio

Portfolio — not yet on record

No portfolio companies for GOING CPAS AND WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is GOING CPAS AND WEALTH ADVISORS's AUM?
GOING CPAS AND WEALTH ADVISORS manages approximately $274K in assets.