Your wealth doesn’t fit a template. Neither should your advisor.
We help founders, tech employees, and concentrated investors coordinate the decisions that traditional advisors weren’t built for.
Who we serve
Your wealth got complicated. Which one sounds familiar?
Liquidity Event
A liquidity event can compress exercise, tax withholding, lockup, sell-down, and reinvestment decisions into a short window.
This sounds like meConcentrated Wealth
Concentration can create custody, liquidity, tax, estate-access, and operational questions that traditional planning often misses, and a growth plan should define concentration limits before asset selection.
This sounds like meFounders & Business Owners
A founder plan needs to connect distributions, reserves, exit options, taxes, estate coordination, insurance, and reinvestment.
This sounds like meNot 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.
A few focused questions. No generic score. If we’re not the right fit, we’ll say so.
Prefer to talk? Start a conversation.
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.
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 build around yours. No model portfolios. No off-the-shelf advice.
03
Built for complexity
Concentrated positions, liquidity events, token vesting, options strategies, OTC structures. The problems other advisors refer out are the ones 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.
Start with what made your wealth complex
The right strategies depend on your situation. Return to the options above and choose the one that sounds most like you.
Who we are.
- SEC-Registered Investment Adviser
- CFP®, CDAA, CAIA credentials
- Decades in traditional finance; digital-asset practitioners since 2019
- Co-founders of the Certified Digital Asset Advisor designation
Adam Blumberg, CFP
Chief Compliance Officer
Jason Leupold, MBA, CAIA
Chief Investment Officer
Nick Rygiel, CFP
Managing Partner, CTO, CISO
Next step
Complex wealth deserves a real conversation.
Not a sales pitch. Not a questionnaire. A conversation about what you’re dealing with and whether we can help.
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.