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PROTOCOL WEALTH, LLC
CRD 335298 · SEC 801-132382
201 MILWAUKEE STREET, SUITE 200, DENVER, CO, 80206, United States
Phone
720-439-9055
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.1M
Discretionary AUM
$50.9M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $26.7M |
| High net worth individuals | 30 | $100.2M |
| Pooled investment vehicles | 1 | $300K |
States served
CO, PA
All web addresses on file
Official SEC filing: View on IAPD