Weber Contracting LLC

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Weber Contracting LLC
CRD #133181
SEC #801-136841
CIK #
AUM 120.6 M (2026-06-25)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone952-470-0750
Address470 W 78th St Suite 200
Chanhassen, MN 55317
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
13010478522602010201520212027
Fees and Compensation — Form ADV Part 2A (6/25/2026) [Brochure]
Item 5: Fees and Compensation
    Description
        COLLEEN WEBER CPA, LLC sets its fees for the Wealth Management
        Services based on the complexity of work. Fees are negotiable.

    Fee Billing

        Wealth Management Services:
        Fees for Investment Management Services are charged quarterly in
        advance. Fees are pro-rated, payable within the first 15 days of the
        quarter, or upon contract execution. Client authorizes COLLEEN
        WEBER CPA, LLC to debit fees directly from one or more designated
        accounts. COLLEEN WEBER CPA, LLC may change its recurring fee
        by notifying the client at least 14 days in advance of the fee change.

        The quarterly fee charged may vary from client to client, but will be
        relatively consistent across clients of a similar nature. Fees are
        assessed based on factors such as number of accounts, account sizes,
        number of positions, services provided, complexity of account
        management, and complexity of financial planning services as
        appropriate. Quarterly Investment Management Services fees range
        from $2,000 - $30,000.

        Fees are negotiable at the sole discretion of COLLEEN WEBER CPA,
        LLC. COLLEEN WEBER CPA, LLC, in its sole discretion, may waive its
        minimum fee and/or charge a lesser fee based upon certain criteria (e.g.,
        historical relationship, type of assets, anticipated future earning capacity,
        anticipated future additional assets, dollar amounts of assets to be
        managed, related accounts, account composition, negotiations with
        clients, etc.). COLLEEN WEBER CPA, LLC does not solicit
        prepayment of more than $1,200 in fees per client six (6) months or more
        in advance.

    Other Fees
        Clients are responsible for the payment of all third-party fees (i.e.
        custodian fees, mutual fund fees, transaction fees, etc.). Those fees are
        separate and distinct from the fees we charge.

        All brokerage commissions, stock transfer fees, and other similar charges
        incurred in connection with transactions for the account will be paid out of
        the assets in the account and are in addition to the investment
        management fees paid to us. While we take measures to ensure the fees
        charged are accurate, it is your responsibility to ensure the amount of fee
        charged is correct.

                           Colleen Weber CPA, LLC

    Termination of Agreement
       COLLEEN WEBER CPA, LLC reserves the right to terminate any
       engagement where a client has willfully concealed or has refused to
       provide pertinent information about financial situations when necessary
       and appropriate, in COLLEEN WEBER CPA, LLC’s judgment, to
       providing proper financial advice. Any unused portion of fees collected
       in advance will be refunded within 30 days.
Account Minimums and Types of Clients — Form ADV Part 2A (6/25/2026) [Brochure]
Item 7: Types of Clients
    Description
        COLLEEN WEBER CPA, LLC generally provides investment advice to
        individuals, trusts, estates, corporations or business entities.
        Client relationships vary in scope and length of service.
    Account Minimums
        COLLEEN WEBER CPA, LLC does not set any limits on size of
        investment accounts or client net worth. However, there is a $2,000 per
        quarter minimum fee for Wealth Management Services.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 50 120.6
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 189 120.6
By Discretionary
Discretionary 189 120.6
Non-Discretionary 0 0.0
Total 189 120.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 120.6
Total 189 120.6
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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