SEC-Registered Investment Adviser

Institutional crypto wealth management — personalized to you

Treasury advisory for protocols. Wealth management for founders and investors. Non-custodial. Fiduciary. Built for crypto-native clients.

Choose Your Starting Point

Every client is different. Start with the track that matches your situation.

Treasuries

A well-managed treasury is a survival tool. We build strategies anchored to stable runway, cash flow certainty, and viability independent of token price.

Treasury Advisory Take Treasury Diagnostic

Founders & VCs

Concentrated token wealth is not the same as financial security. We build diversification, custody, and income plans that protect your life without betraying your conviction.

Founder Advisory Take Founder Diagnostic

UHNW Investors

At a certain portfolio size, the tools that got you here become the risks. We bring institutional custody, yield optimization, and estate planning adapted for crypto-native wealth.

Investor Advisory Take UHNW Diagnostic

Everyone

Not sure where you fit? This diagnostic maps how you actually make investment decisions across six dimensions — risk, knowledge, experience, and discipline.

Investor Paradox Diagnostic Learn More

Built by Operators and Investors

Every partner has built, managed, and invested — not just advised.

Adam Blumberg, CFP

Chief Compliance Officer

Family business advisory → Interaxis (crypto education) → PlannerDAO co-founder → Protocol Wealth CCO

Jason Leupold, MBA, CAIA

Chief Investment Officer

Crabel Capital (systematic futures, 6 years) → 361 Capital → Fidelity Digital Assets (FBTC ETP launch) → Protocol Wealth CIO

Nick Rygiel, CFP

Managing Partner, CTO, CISO

Navy SWO (USS Porter DDG-78) → Deloitte (PKI identity) → Merrill Lynch VP/PM (10+ years) → Protocol Wealth

Ready to Start?

Schedule a complimentary consultation to discuss your situation.

Schedule a Consultation

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.