Protocol Wealth, LLC

Overview

Headquarters

Denver, CO

Total Firm Assets

$127 million

Average High-Net-Worth Client Portfolio Size

$3.3 million

Fee Disclosure

Source: PROTOCOL WEALTH FORM ADV 2A OCT 2026 (2026-10-12) · View brochure text

Estimated Annual Advisory Fees

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

78.79%

Number of High-Net-Worth Clients

30

Total Client Accounts

44

Discretionary Accounts

30

Non-Discretionary Accounts

14

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number

335298

• PROTOCOL WEALTH FORM ADV 2A OCT 2026 (2026-10-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions