PROTOCOL WEALTH, LLC

PROTOCOL WEALTH, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 335298). Regulatory assets under management: $127.1M.

Registration

• CRD: 335298
• SEC file number: 801-132382
• Type: Registered investment adviser
• Location: 201 MILWAUKEE STREET, SUITE 200, DENVER, CO, 80206
• Phone: 720-439-9055
• Latest filing: 2026-07-27
• Regulatory AUM: $127.1M
• Discretionary AUM: $50.9M
• Non-discretionary AUM: $76.2M
• Clients: 3
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search