Protocol Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$152,700,000
Clients
48
Advisors
3
across 2 offices
About
Protocol Wealth serves individuals—including high‑net‑worth clients—founders and early holders of digital‑asset projects, decentralized organizations and protocol treasuries, businesses, trusts, and certain pension and profit‑sharing plans. The firm provides portfolio management for both traditional securities and digital assets, financial planning and consulting, digital‑asset advisory, and sub‑advisory services to a pooled private fund.
The firm tailors strategies to each client’s objectives and tolerance for risk, combining long‑term allocations in traditional assets with onchain activities such as staking, liquidity provision, yield strategies and the selective use of derivatives for hedging. It manages accounts on both discretionary and non‑discretionary bases, engages third‑party sub‑advisers to run certain decentralized yield strategies through smart‑contract vaults, and uses AI tools for research plus a client portal that can read document values and answer account questions.
Distinctive features include offering subscription‑style monthly retainers as an alternative to asset‑based billing, serving as a sub‑adviser to a private fund and potentially receiving carried interest (a performance‑based fee), and allocating client assets into tokenized smart‑contract vaults managed by sub‑advisers, some located outside the United States and not registered with U.S. regulators. The firm also supports onchain custody options such as multi‑party computation and client‑controlled self‑custodial wallets, discloses that principals may receive transaction‑based compensation through an unaffiliated broker‑dealer, and notes that its portal assistant and document‑reading features can produce illustrative calculations or unverified values that clients should confirm with an adviser.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.25% to 2.00% annually (depending on service, complexity, size) $0+: 1.00% to 2.00% annually for onchain digital asset management $0+: 0.25% to 0.50% annually for passive custody sleeves $0+: 0.50% to 2.00% annually for traditional portfolio management
Carried interest typically 10% to 20% on a private fund sub-advised by the firm; sub-advisers may also charge performance fees on assets they manage
Monthly retainers from $250 to $15,000 or more depending on engagement complexity
Fee-only: Fixed fees including monthly retainers ($250 to $15,000+ per month) and project fees (agreed in advance)
Main office
See office201 Milwaukee Street, Suite 200
Denver CO 80206
Advisors at this office
2
Offices (2)
Most active in
Colorado · Florida · New York · Pennsylvania
Also doing business as
Enclave Digital Wealth, LLC · Protocol Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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