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COLLEEN WEBER CPA, LLC

CHANHASSEN, MN · CRD 133181 · IAPD ↗ · colleenweber.com · 952-470-0750

$120.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — COLLEEN WEBER CPA, LLC (CHANHASSEN, MN) is newly SEC-registered with $120.6M RAUM and 2 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.