Adam Blumberg
Protocol Wealth · Denver, Colorado
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.
Request an introduction to Adam →
Facts
| Firm | Protocol Wealth |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $153.2M across 50 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5656102 |
| Exams passed | Series 65 (2025) · Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pwos.app |
| Profile |
How Adam's firm compares
- Protocol Wealth's average account is about $3.1 million, from its Form ADV (assets managed divided by 50 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.