Colleen Weber Cpa, LLC: new SEC registration, $121M AUM, Chanhassen, MN
Colleen Weber Cpa, LLC (Chanhassen, Minnesota): new SEC registration, $121M AUM, Chanhassen, MN. Its amount of 121 is below the median of 134 (40th percentile). Dated 104 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 121 · 40th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related MN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Colleen Weber Cpa, LLC |
| Legal name | Weber Contracting, LLC |
| CRD | 133181 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-07-07 |
| Location | Chanhassen, MN, United States |
| Regulatory AUM | $120,611,435 |
| Accounts | 189 |
| Employees | 2 |
| Website | HTTP://WWW.COLLEENWEBER.COM |
| amount percentile | 40th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (13 MN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MN first): Advisory Solutions Group · Vera Lake Capital, LLC · North Compass Financial Advisors, LLC · Twin Cities Retirement Group · Financial Empowerment LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Colleen Weber Cpa, LLC and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Colleen Weber Cpa, LLC's amount: 40th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Minnesota peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $121M under management.
- Website on file.
What is the NewRiaPulse record for Colleen Weber Cpa, LLC in Chanhassen, Minnesota?
Colleen Weber Cpa, LLC received SEC registration as an investment adviser (2026-07-23) with $120,611,435 in regulatory assets under management, based in Chanhassen, MN.
How does Colleen Weber Cpa, LLC compare to other Minnesota NewRiaPulse records?
Its amount of 121 is below the median (40th percentile); smaller records often move faster and face less competition. It is 104 days old; check the official source for later updates before acting.
Colleen Weber Cpa, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Colleen Weber Cpa, LLC | Chanhassen, MN | 121 | 40th | 2026-07-23 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Minnesota NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.