Protocol Wealth, LLC

Adam Blumberg is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Protocol Wealth, LLC in Denver, CO. He has held positions at Interaxis, LLC, where he is also co-founder and CEO, Chart Wealth Management, LLC, and Cambridge Investment Research Advisors, Inc. Blumberg is involved in educating financial professionals about digital assets and serves as a vice president at Private Circle, LLC, which provides family-office services to high-net-worth individuals. Protocol Wealth serves individual investors, high-net-worth clients, and various institutional and non-traditional clients, including cryptocurrency founders and DAOs. The firm integrates traditional and onchain research in its investment approach and offers a range of wealth management, financial planning, and consulting services, with a focus on both traditional securities and digital assets.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at firms including Fidelity Digital Asset Management and Leupold Capital Management. Protocol Wealth serves individual investors, high-net-worth clients, and a variety of institutional and non-traditional clients such as cryptocurrency founders and DAOs. The firm combines traditional fundamental and macro analysis with specialized onchain and crypto research, offering comprehensive wealth management and consulting services that include both traditional securities and digital assets.

Nicholas Rygiel is a CFP® with 14 years of industry experience, currently serving at Protocol Wealth, LLC in Denver, CO. His prior experience includes roles at Bank of America, Merrill, Blend Financial, Ironclad Financial, and Enclave Digital Wealth. He is also an investor in L1.co, a technology platform offering non-custodial wealth management tools for advisors and clients. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders and DAOs, providing comprehensive wealth management, financial planning, and portfolio management across traditional and digital assets. The firm combines fundamental and macro analysis with onchain research and employs AI-supported tools under human oversight, offering flexible fee structures and proprietary client technology.