Every new Colorado business filing, every dayProtocol Wealth
ADAM STEVEN BLUMBERG, Registered Agent
Protocol Wealth LLC is an SEC-registered investment adviser based in Denver, Colorado, managing approximately $127.1 million in assets under management (from AdvizorPro profile W4). The firm uses a systematic, research-backed framework to score stocks, bonds, ETFs, and digital assets, operating as a fiduciary and non-custodial adviser (from website W1). It serves clients through a disciplined investment process focused on market conditions, asset durability, and quality checks (from website W3).
Filed December 22, 2025 · Denver, CO · Denver County
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Colorado Secretary of State · Entity 20258370596 · Retrieved June 13, 2026
About Protocol Wealth
Protocol Wealth LLC was filed in Colorado on December 22, 2025, with a principal address in Denver. The owner, Adam Steven Blumberg, filed personally as the registered agent. The domain for its website was registered on January 16, 2020, about 5 years before the filing, through GoDaddy. The website was built with Astro and its identity was confirmed to match the filing name and address. No annual report or EIN on file yet. We estimate annual revenue between $1 million and $10 million and 1-5 employees, operating from a brick-and-mortar location.
- Domain registered 2,167 days before the filing date.
- Owner filed personally as registered agent.
- Website built with Astro, a modern framework.
- Website identity confirmed to match the filing name and address.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 3,487 new businesses registered in Denver in December 2025, one of 51 financial services businesses.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Protocol Wealth registered?
Protocol Wealth was registered as LLC on December 22, 2025 in Colorado.
Where is Protocol Wealth located?
Protocol Wealth is based in Denver, CO, 80206, in Denver County.
What type of business is Protocol Wealth?
Protocol Wealth is classified as a financial services business (registered investment advisor).
Does Protocol Wealth have an EIN on file?
No EIN was found on file for Protocol Wealth at the time of registration.
Who Sells to This Business
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