Advisor at Protocol Wealth, LLC
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Firm
Protocol Wealth, LLC
Location
Denver, CO 80206
Credentials
CFP®, Series 65, Series 66
Industry experience
12 years
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.
Based on Protocol Wealth, LLC
Based on Protocol Wealth, LLC
Based on Protocol Wealth, LLC
Monthly retainer fees typically range from $1,000 to $3,000 per month; project-based fixed fees agreed in advance
0.50% to 2.00% annually depending on account size and complexity
Project-based fees vary widely; basic financial plan a few thousand dollars; rare large projects up to around $100,000
Minimum fee: $600 per month minimum fee for onchain digital asset management Fee-only: Fee-only fiduciary adviser; receives no commissions or third-party payments
201 Milwaukee Street, Suite 200
Denver, CO 80206
Colorado
Interaxis, LLC
2020 - Present (6 years)
Chart Wealth Management, LLC
2017 - 2020 (3 years)
Sole Proprietor
2015 - Present (11 years)
Cambridge Investment Research Advisors
2015 - 2017 (2 years)
Cambridge Investment Research, Inc.
2015 - 2017 (2 years)
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Other specialized services
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