COLLEEN WEBER CPA, LLC

Overview

Colleen Weber CPA, LLC is an independent registered investment adviser structured as a limited liability company and operated by Colleen Weber. The firm mixes accounting and advisory work, positioning itself as a small-firm provider of financial planning and portfolio management services for individuals and small businesses. Its advisory model is fee-based under a fixed-fee schedule and the practice is built around discretionary portfolio management tied to its accounting relationships. Investment activity skews toward pooled public vehicles rather than direct-stock concentration. The adviser does not identify as an ESG investor and is not presented as a multi-state or institutional pension consultant; its client base is primarily individual and family relationships. Because the owner is an accountant by trade, portfolio construction appears to be conservative and operationally integrated with tax and planning work rather than an allocator to complex balance-sheet strategies.

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Public Holdings

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Location & Offices