Overview
Assets Under Management: $127 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 30
Average Client Assets: $3 million
Frequently Asked Questions
PROTOCOL WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335298), PROTOCOL WEALTH, LLC is subject to fiduciary duty under federal law.
PROTOCOL WEALTH, LLC is headquartered in DENVER, CO.
PROTOCOL WEALTH, LLC serves 30 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, PROTOCOL WEALTH, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PROTOCOL WEALTH, LLC manages $127 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, PROTOCOL WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 44
Discretionary Accounts: 30
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 335298
Filing ID: 2050463
Last Filing Date: 2026-02-09 14:39:13