Advisor at Protocol Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Protocol Wealth, LLC
Location
Denver, CO 80206
Credentials
Series 63, Series 65, Series 66
Industry experience
11 years
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.
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
Leupold Capital Management
2024 - Present (2 years)
Solo Labs (Amplifi Liquidity)
2024 - 2024 (1 year)
Fidelity Digital Asset Management
2022 - 2024 (2 years)
Fidelity Investments
2021 - 2022 (1 year)
UnEMPLOYED
2020 - 2020 (1 year)
IMST Distributors, LLC
2016 - 2020 (4 years)
361 Capital LLC
2016 - 2020 (4 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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