Protocol Wealth, LLC
● SEC registered since 2025CRD 335298SEC# 801-132382Denver, CO
Reg. AUM
$127.1M
Employees
3
Accounts
44
Location
Denver, CO
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 $127.1 million in regulatory assets under management and employs 3 people.
Protocol Wealth, LLC owners & executives
6 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% | 2026 |
| Jason G Leupold Control | Chief Information Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Protocol Wealth, LLC manage?
Protocol Wealth, LLC reports $127.1 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
$127.1M▲ 1%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127.1Mregulatory AUM
Discretionary $50.9MNon-discretionary $76.2M