PROTOCOL WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$153,150,000
Discretionary
$85,150,000
Non-discretionary
$68,000,000
Firm details
- CRD number
- 335298
- SEC file number
- 801-132382
- Main office
- DENVER, CO, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://protocolwealthllc.com
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees
As of November 2026.