# CPA Wealth Advisors, LLC

> CPA Wealth Advisors, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2025.

- CRD: 170129
- Filed as: CPA WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170129
- AdvisorCensus page: https://advisorcensus.com/firm/cpa-wealth-advisors-llc-atlanta-ga-170129

## Quick answers

**How is CPA Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CPA Wealth Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CPA Wealth Advisors, LLC located?**
CPA Wealth Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is CPA Wealth Advisors, LLC registered with the SEC or a state?**
CPA Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170129.

**Does CPA Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170129

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cpa4wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPA Wealth Advisors, LLC (CRD 170129): Form ADV filing data as of October 2026.