Protocol Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 3, 2026, reports $127M in regulatory assets under management, 3 employees, 1 office, and 44 accounts.
Assets Under Management
$127M
Employees
3
Offices
1 office
Total Clients
45
Primary office
DENVER, CO
201 MILWAUKEE STREET, SUITE 200, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
30
2
Individuals
31.1%
14
3
Pooled Investment Vehicles
2.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of April 3, 2026
Discretionary40.1%
$51M
40% of total RAUM40.1%
Non-discretionary59.9%
$76M
60% of total RAUM59.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts44
10Y AUM Change+$127M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee15:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.