Protocol Wealth, LLC
● SEC registered since 2025CRD 335298SEC# 801-132382Denver, CO
Reg. AUM
$153.2M
Employees
3
Accounts
50
Location
Denver, CO
About Protocol Wealth
Protocol Wealth is an SEC-registered adviser offering integrated wealth management for complex financial lives. It provides fiduciary care for concentrated wealth, liquidity, tax, and estate-access challenges that template planning often misses.
Summary based on the firm’s website.
Protocol Wealth, LLC assets under management
Protocol Wealth, LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2025. It reports $153.2 million in regulatory assets under management and employs 3 people.
Protocol Wealth, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Steven Blumberg Control | Managing Partner / Chief Compliance Officer | Under 5% | 2025 |
| Forbidden Fruit Consulting, LLC Control | Owner | 25-50% | 2025 |
| Jason G Leupold Control | Managing Partner / Chief Investment Officer | Under 5% | 2025 |
| Leupold Capital Management LLC Control | Owner | 25-50% | 2025 |
| Nicholas Wayne Rygiel Control | Managing Partner / Chief Information Security Officer | Under 5% | 2025 |
| Rygiel Holdings LLC Control | Owner | 25-50% | 2025 |
| Adam Steven Blumberg Control | Member And Manager | Over 75% | 2025 |
| Jason G Leupold Control | Member And Manager | Over 75% | 2025 |
| Nicholas Wayne Rygiel Control | Member And Manager | Over 75% | 2025 |
Frequently asked questions
How much does Protocol Wealth, LLC manage?
Protocol Wealth, LLC reports $153.2 million in regulatory assets under management on its Form ADV.
How many employees does Protocol Wealth, LLC have?
Protocol Wealth, LLC reports 3 employees.
Where is Protocol Wealth, LLC located?
Protocol Wealth, LLC is based in Denver, CO and has been SEC-registered since 2025.
Does Protocol Wealth, LLC disclose fund performance?
Protocol Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Milwaukee Street, Suite 200, Denver, CO 80206 |
| Phone | 720-439-9055 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.2M▲ 22%
Aug '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$153.2Mregulatory AUM
Discretionary $85.2MNon-discretionary $68M