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Adam B

CFP®, Series 65, Series 66

Denver, CO

Protocol Wealth, LLC

Adam Blumberg is a CFP® certificant with 13 years of experience in the financial industry. He is co-founder and CEO of Interaxis, a firm that educates financial professionals about digital assets, and also serves as a vice president with Private Circle, LLC, which provides family-office services to high-net-worth individuals. He currently works at Protocol Wealth, LLC and has held roles at Chart Wealth Management, Cambridge Investment Research, and Mass Mutual Investors Services. Protocol Wealth, LLC serves individuals—including high-net-worth clients—and entities involved in digital-asset projects, offering portfolio management integrating traditional securities and digital assets, along with financial planning and consulting. The firm employs tailored strategies combining long-term traditional allocations with onchain activities such as staking and yield strategies, using AI tools and sub-advisers to support its offerings.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional
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Jason L

Series 63, Series 65, Series 66

Denver, CO

Protocol Wealth, LLC

Jason Leupold is a financial advisor at Protocol Wealth, LLC in Denver, CO, holding Series 63, 65, and 66 licenses with 11 years of industry experience. His career includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others. Outside of his advisory work, he has been involved with Offchain Global since 2022. Protocol Wealth serves individuals, founders and early holders of digital-asset projects, decentralized organizations, businesses, trusts, and certain pension and profit-sharing plans. The firm offers tailored portfolio management and advisory services combining traditional securities with digital asset strategies, including staking, liquidity provision, and derivatives, while utilizing AI tools and providing flexible billing arrangements.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional
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Nicholas R

CFP®, Series 63, Series 66

Havertown, PA

Protocol Wealth, LLC

Nicholas Rygiel is a CFP® with 14 years of industry experience, currently advising at Protocol Wealth, LLC. His prior roles include positions at Bank of America, Merrill Lynch, and Ironclad Financial. He is an investor in L1.co, a technology platform offering non-custodial wealth management tools for clients and advisors. Protocol Wealth serves individuals, high-net-worth clients, founders of digital-asset projects, decentralized organizations, and various institutional clients. The firm combines traditional portfolio management with digital-asset advisory, utilizing onchain strategies and AI-driven research, and offers flexible billing models including subscription retainers.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Technology Professional
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