Protocol Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,102,603
Total clients
44
68% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
15
Average account size
$2,888,696
About
Protocol Wealth serves individual investors (including high‑net‑worth clients) as well as a range of institutional and non‑traditional clients such as cryptocurrency founders, DAOs, foundation treasuries, trusts, and other registered advisers or pooled investment vehicles. The firm offers comprehensive wealth management, financial planning, portfolio management of both traditional securities and digital assets, plus sub‑advisory and institutional consulting services.
The firm’s investment approach combines traditional fundamental and macro analysis with specialized onchain and crypto research, applying strategies such as staking, DeFi yield opportunities, liquidity provision, and derivatives for hedging when appropriate. Protocol Wealth uses a co‑intelligence model—AI tools support research and client reporting under human oversight—and it manages a substantial portion of reported assets on a non‑discretionary or consulting basis rather than solely as discretionary accounts.
Protocol Wealth is notable among peers for offering subscription‑style monthly retainers and project‑based fixed fees in addition to asset‑based arrangements, and for accepting modern payment options including crypto in certain cases. It also provides proprietary client technology (PW Nexus and PW Dashboard), works as a sub‑adviser to funds and other RIAs, and uses institutional‑grade crypto custody and MPC wallet arrangements (with third‑party backup) to support onchain management and reduce single‑party control of clients’ digital assets.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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
Main office location
Protocol Wealth, LLC
201 Milwaukee Street, Suite 200
Denver CO 80206, United States
Number of offices
2
Most active in
Colorado · Pennsylvania
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.
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