Colleen Weber CPA, LLC

EST. AUM
$120,611,435

CONTACTS

CLIENT ACCOUNTS
189

Firm Details

Metro area Minneapolis
CRD Number 133181
Website colleenweber.com
Client types

Overview

Colleen Weber CPA, LLC is an independent, fee-only wealth management and CPA practice based in Chanhassen, Minnesota. Founded and led by Colleen Weber, CPA, CFP®, who brings over two decades of financial experience, the firm delivers integrated wealth management by combining personal financial planning with hands-on tax return preparation and proactive tax mitigation strategies. Operating as a pure fiduciary without commissions or proprietary product incentives, the practice provides ongoing portfolio management, risk evaluation, and retirement cash-flow modeling—specifically tailored to high-net-worth families, pre-retirees, female investors, and corporate professionals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Colleen Weber CPA, LLC

Platform Details

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