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Principal, Chief Compliance Officer · Colleen Weber CPA, LLC

Colleen A. Weber

CRD 4891500 · Named on Form ADV at one SEC-registered adviser

At a glance

Colleen Weber CPA, LLC, an SEC-registered wealth manager based in Chanhassen, MN with $121 million in regulatory assets, lists Colleen A. Weber on its Form ADV as Principal, Chief Compliance Officer, a control person.

Firms and roles

  • Colleen Weber CPA, LLCPrincipal, Chief Compliance OfficerWealth manager · Chanhassen, MN · $121M in regulatory assets

AtlasMembers

Colleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Colleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.