Going CPAs & Wealth Advisors, LLP

Overview

Going CPAs & Wealth Advisors, LLP is an SEC registered investment adviser based in Opelousas, LA, registered since 1999. It reports $161M in assets under management across 601 accounts, with 11 employees. It has 9 investment adviser representatives.

Reported AUM

$161M

Discretionary

100%

Accounts

601

Average account

$268K

Employees

11

Advisory reps

9

Registered since

1999

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 9

• Craig C Lebouef Chief Compliance Officer, Member CRD 4472747
• Amy Broussard Spellman Member CRD 7687577
• Charles Matthew Ledoux Member CRD 6751704

6 more executive officers, with direct contact details

Advisory reps 3 of 9

• Kaleb Blake Andrepont Investment Adviser Rep CRD 7860241
• Darren Joseph Cart Insurance Agent · Investment Adviser Rep CRD 4105144
• Seth Edmund Dabney Investment Adviser Rep CRD 7860236

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2811 S Union St
Opelousas, LA 70570

County

Saint Landry

Metro area

Opelousas, LA

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: going.cpa

Every state, with registration dates

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