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Protocol Wealth

Wealth management for complex financial lives

Your wealth doesn’t fit a template.

We work with founders, business owners and tech-forward investors whose finances don’t fit a standard plan, including the parts that live onchain.

Talk to usSee if we’re a fit
Adam BlumbergJason LeupoldNick Rygiel

Three partners. You’ll work with us directly.

Concept illustration with fictional sample data. Not a client account and not a screenshot of our client portal.

Who we help

Start where you are.

Founders & entrepreneursEquity, tokens or a liquidity event on the horizon, and a balance sheet that’s mostly one asset.Founder planningBusiness ownersYour business holds the cash, the retirement plan and most of your net worth. You want one plan for all three.Business owner planningTech-forward investorsYou hold some digital assets and want them inside a whole plan, with custody explained plainly and tax-aware planning coordinated with your CPA.Investor planning

Not one of these exactly? Start with five questions

Other situations: A liquidity event · Concentrated wealth · Token compensation · Entities and treasuries

Illustration: a home, a business and two separate vaults on connected platforms, one plan across all three.

How we work

How a first conversation works

  1. A 30-minute call about what’s on your mind. No preparation needed.

  2. If it fits, we map your whole balance sheet: business, equity, digital assets, family.

  3. If we’re a fit, we agree the scope and fee in writing before any work starts. You decide whether to go ahead.

Not one of these exactly?

You don’t have to fit a persona. The problem does have to fit our expertise.

We work best when meaningful wealth intersects with a concentrated position, digital assets, a major transition, or financial decisions that need to be coordinated across investments, tax, estate, custody, and liquidity.

We may make sense if:

  • A single asset, company, or business has an outsized effect on your future — even if it is not most of your net worth.
  • A sale, unlock, retirement, inheritance, or other transition is creating decisions with real consequences.
  • Digital assets are material to your personal balance sheet — or to a business you own.
  • You have several advisors, but no one accountable for the whole picture.
See if we’re a fit

A few focused questions. No generic score. If we’re not the right fit, we’ll say so.
Prefer to talk? Start a conversation.

We work best with people whose financial lives have become complex: a liquidity event, a concentrated position, a business, or traditional and digital assets that need coordinating. How conservatively that is implemented is part of the plan.

Protocol Wealth was formed in 2025. If you would rather work with a firm that has a longer track record, the fiduciary-only directories on our FAQ are a better starting point than we are.

  • Traditional assets are generally held at an independent qualified custodian, in an account titled to you or an entity you designate. Digital assets are held at a qualified custodian such as Anchorage Digital Bank, or in an MPC wallet that can send only to addresses you’ve approved. Some onchain strategies move assets outside both, and we explain that before you approve one. Assets in an MPC wallet are not held by a qualified custodian and are not covered by SIPC or FDIC; our custody disclosure explains the risks. How custody works
  • We publish our core frameworks as open source, and our disclosures keep a public version history. Open source
  • We publish the list of service providers that handle data. Service providers
  • We use AI under stated limits. Read the limits

See what you can check yourself

Principles

How we hold ourselves to it

01

Fluent in both worlds

Traditional finance meets digital assets. We don't translate crypto into legacy thinking — we build plans that account for both.

02

Your plan, not a template

Every client has a different situation — different assets, different family, different goals. We start from yours, and the portfolio follows the plan.

03

Built for complexity

Concentrated positions, liquidity events, token vesting, options strategies, OTC structures. These are the decisions we start with.

04

One coordinated process

We work with your CPA, your attorney, and your family to make sure every decision fits together. One team, one plan — in your best interest.

05

Human accountability

Technology makes us efficient. A fiduciary makes us accountable. You always know who owns the advice.

The people

Three partners. You’ll work with us directly.

Adam Blumberg, Managing Partner, Chief Compliance Officer, Protocol Wealth

Adam Blumberg, CFP®

Managing Partner, Chief Compliance Officer

Leads compliance review and helps connect technology-native execution with fiduciary obligations.

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Jason Leupold, Managing Partner, Chief Investment Officer, Protocol Wealth

Jason Leupold, CAIA, MBA

Managing Partner, Chief Investment Officer

Leads investment strategy and translates research frameworks into documented portfolio review.

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Nick Rygiel, Managing Partner, CTO & CISO, Protocol Wealth

Nick Rygiel, CFP®, CRPC®, MBA

Managing Partner, CTO & CISO

Leads technology, security architecture, and systems that make research, documentation, and review workflows more consistent.

BrokerCheck
  • SEC-Registered Investment Adviser
  • CFP® and CAIA credentials
  • Decades in traditional finance; digital-asset practitioners since 2019
  • Adam Blumberg co-founded the Certified Digital Asset Advisor (CDAA) designation
Meet the team

Pricing

How we price

Advisory retainer

Monthly retainer

Set by what you are looking for, the complexity of your situation and how involved you want us to be. Billed monthly in arrears.

Project engagement

Fixed fee, agreed in advance

Milestone-based or upon completion.

Investment management

0.25% to 2.00%

Annually, billed monthly in arrears.

We do not impose a minimum account size.

Full pricing

We may make sense if

  • A single asset, company, or business has an outsized effect on your future — even if it is not most of your net worth.
  • A sale, unlock, retirement, inheritance, or other transition is creating decisions with real consequences.
  • Digital assets are material to your personal balance sheet — or to a business you own.
  • You have several advisors, but no one accountable for the whole picture.
  • Smaller business or planning-only? A retainer engagement may fit.
See if we’re a fit

Protocol Wealth was formed in 2025. If you would rather work with a firm that has a longer track record, or you want a conservative, passive approach, the fiduciary-only directories on our FAQ are a better starting point than we are.

Talk to us

Start with one conversation.

Talk to usSee if we’re a fit

Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Advisory services are provided only under a signed advisory agreement. See Disclosures, Form ADV, and Form CRS. All investing involves risk, including the possible loss of principal.