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Colleen Weber CPA
COLLEEN WEBER CPA, LLC is an SEC-registered investment adviser in CHANHASSEN, MN. The firm manages approximately $121 million in regulatory assets.
Overview
COLLEEN WEBER CPA, LLC is an SEC-registered investment adviser in CHANHASSEN, MN. The firm manages approximately $121 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Principals
Colleen Weber
Principal
Frequently asked questions
How does Colleen Weber CPA differ from a standard wealth management firm?
The key difference is the built-in tax practice. Standard wealth managers coordinate with outside CPAs. In this model, the same principal who approves tax filings also coordinates investment decisions, eliminating information gaps between tax planning and portfolio execution.
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