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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge timberCapital signal +more
- Established Date
- 01-11-2005
- Office Locations
- 1
Office Locations
About Colleen Weber CPA, LLC
Colleen Weber CPA, LLC is a fee-only CPA and CFP professional-led advisory in Chanhassen, MN providing ongoing comprehensive wealth management that integrates tax planning and preparation with investment strategy and financial planning. Serves families and individuals across Minnesota and nationwide, with a focus on professionals, women, and pre-retirees/retirees; typically best fit for $1.5M+ investable assets. Custody includes Charles Schwab & Co.
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Owner & Executives
COLLEEN ANN WEBER
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4891500
- Ownership
- 75% or more
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Olivia Knapp
Controller
- CRD
- #7835169
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,611,435 | -- |
| Non-Discretionary | $0 | -- |
| Total | $120,611,435 | -- |
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Separately Managed Accounts
Total SMA Asset: $120,611,435
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,090,075,875 | 42.5% |
| U.S. Government/Agency | $603,473,641 | 8.3% |
| Cash | $2,137,605,429 | 29.4% |
| Equity - Exchange | $1,439,611,820 | 19.8% |
| Total | $7,270,766,765 | 100.0% |