# Colleen Weber CPA, LLC

> Colleen Weber CPA, LLC is an SEC-registered investment advisory firm in Chanhassen, MN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 133181
- Filed as: COLLEEN WEBER CPA, LLC
- Legal name: Weber Contracting, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chanhassen, MN
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133181
- AdvisorCensus page: https://advisorcensus.com/firm/colleen-weber-cpa-llc-chanhassen-mn-133181

## Quick answers

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

**Where is Colleen Weber CPA, LLC located?**
Colleen Weber CPA, LLC's principal office is in Chanhassen, MN, according to its Form ADV.

**Is Colleen Weber CPA, LLC registered with the SEC or a state?**
Colleen Weber CPA, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 133181.

**How much does Colleen Weber CPA, LLC manage?**
Colleen Weber CPA, LLC reports $120,611,435 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Colleen Weber CPA, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Which custodians does Colleen Weber CPA, LLC use?**
Colleen Weber CPA, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Colleen Weber CPA, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133181

**What changed in Colleen Weber CPA, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,611,435
- Discretionary: $120,611,435
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $120,611,435 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colleenweber.com
- Facebook @colleenwebercpacfp
- LinkedIn @colleen-weber
- X @colleenwebercpa

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colleen Weber CPA, LLC (CRD 133181): Form ADV filing data as of October 2026.