Protocol Wealth, LLC
Protocol Wealth, LLC is an SEC-registered wealth manager in Denver, CO with $127.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Protocol Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335298, SEC 801-132382, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $127.1M (2026-04-03)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 3
- Clients
- 45
- CRD
- 335298
- Ownership
- LEUPOLD, JASON, G; BLUMBERG, ADAM, Steven; LEUPOLD CAPITAL MANAGEMENT LLC; RYGIEL HOLDINGS LLC; FORBIDDEN FRUIT CONSULTING, LLC
How much AUM does Protocol Wealth, LLC have?
Protocol Wealth, LLC reported $127.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Protocol Wealth, LLC?
Disclosed owners and executives of Protocol Wealth, LLC include LEUPOLD, JASON, G, BLUMBERG, ADAM, Steven, LEUPOLD CAPITAL MANAGEMENT LLC, RYGIEL HOLDINGS LLC, FORBIDDEN FRUIT CONSULTING, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.