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| Keyboard |
| Weber Contracting LLC
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|---|---|
| CRD # | 133181 |
| SEC # | 801-136841 |
| CIK # | |
| AUM | 120.6 M (2026-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-470-0750 |
| Address | 470 W 78th St Suite 200 Chanhassen, MN 55317 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 |
| Serves | Retail |
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|
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