Adam Blumberg is a CFP-designated registered investment advisor at Protocol Wealth, LLC, based in Denver, CO, with 12 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 45 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Protocol Wealth charges an annual fee based on a percentage of the assets they manage. This fee ranges from 0.50% to 2.00% per year, depending on the size of the account and complexity of services. For onchain digital asset management, they charge 2.00% annually, with a $600 per month minimum fee to cover costs for benefits like an institutional-grade onchain wallet and key backup service.
Location
201 Milwaukee Street, Suite 200, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the co-founder and CEO of Interaxis, a business that provides digital asset information to financial professionals. He is also a VP with Private Circle, LLC, which offers family-office services to high-net-worth individuals.
Employment History
Current Registrations
Protocol Wealth, LLC
Previous Registrations
Chart Wealth Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.