P
$127.1M Total AUM
$50.9M Disc. AUM
-- 3Y CAGR
3 Employees
45 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-10-2025
- Office Locations
- 2
Office Locations
201 Milwaukee Street, Suite 200 Denver CO
-- Havertown PA
About Protocol Wealth, LLC
Protocol Wealth, LLC is a Denver-based RIA with 2 offices. The firm has been operating for 1 years. Managing $127.1M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$42.4M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Glacier atlas Vital Vector Capital delta Matrix vertex Zenith radial Prime quantum Eagle Vital
Client Personas
Beacon eagle Focus oak
CRM
Quantum
Investment Themes
Focus Matrix Meridian ridge
Investment Vehicles
Crest delta Pathway optima
Services
Prime Eagle focus North Focus Fusion frontier Prime crest
Owner & Executives
A
ADAM Steven BLUMBERG
Chief Compliance Officer, Managing Partner
- CRD
- #5656102
- Ownership
- Less than 5%
(664) 292-5699
optima.optima@beaconcapital.com
in linkedin.com/in/element-insight
J
JASON G LEUPOLD
Chief Information Officer
- CRD
- #4124810
- Ownership
- Less than 5%
(350) 216-3270
pioneer.summit@atlascapital.com
in linkedin.com/in/delta-wave
P
Pathway ridge
Vertex fusion oak
- CRD
- #60438
- Ownership
- 25.3%
(920) 324-5113
meridian.fusion@primecapital.com
in linkedin.com/in/ember-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,907,080 | $1,696,903 |
| Non-Discretionary | $76,195,523 | $5,442,537 |
| Total | $127,102,603 | $2,888,696 |
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Separately Managed Accounts
Total SMA Asset: $126,802,603
Other:
21.4% Equity - OTC:
33.8% Equity - Exchange:
44.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $379,928,678 | 21.4% |
| Equity - OTC | $600,074,267 | 33.8% |
| Equity - Exchange | $795,364,709 | 44.8% |
| Total | $1,775,367,654 | 100.0% |