# Adam Blumberg

> Adam Blumberg is a fee-only financial advisor at Protocol Wealth in Denver, Colorado, who holds the CFP credential. Protocol Wealth reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-blumberg/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Protocol Wealth
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Assets under management (firm):** $153.2M across 50 accounts
- **Credentials:** CFP
- **CRD:** 5656102 (https://adviserinfo.sec.gov/individual/summary/5656102)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2025), Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://pwos.app

## Frequently asked questions

### Is Adam Blumberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Protocol Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Protocol Wealth, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is Adam Blumberg based?

Adam Blumberg is based in Denver, Colorado.

### What credentials does Adam Blumberg hold?

Adam Blumberg holds the CFP credential.

### Is Adam Blumberg registered with the SEC?

Yes. Adam Blumberg is registered as an investment adviser representative in CO (CRD 5656102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Protocol Wealth manage?

Protocol Wealth reports $153.2M across 50 accounts in assets under management.

### How do I contact Adam Blumberg?

Through Adam's website, pwos.app.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5656102): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.