# Colleen Weber CPA

Colleen Weber CPA is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** http://www.colleenweber.com
- **LinkedIn:** https://www.linkedin.com/company/colleen-weber

## Regulatory record

- **CRD number:** 133181
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133181

## About

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.

## People

- Colleen Weber — Principal

## 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.

## Related profiles

- [The William Allan Corporation](https://altss.com/profile/the-william-allan-corporation)

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Last updated: 2026-08-10T23:49:37.812Z

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