Protocol Wealth

Protocol Wealth

SEC-Registered Investment Adviser

Wealth Management
for the Digital Age

Bridging the gap between Traditional Finance and Onchain Markets. We bring institutional discipline to digital assets and holistic planning.

Traditional Foundations

TradFi

Focus

Holistic Financial Planning, Estate Strategy, Tax Optimization, Public Markets (Stocks/Bonds)

Rooted in experience. We utilize time-tested strategies to preserve capital and manage life transitions.

Digital Capabilities

DeFi

Focus

Onchain Asset Management, MPC Custody, Yield Strategies

Forward-looking execution. We provide secure access to digital asset markets using institutional-grade infrastructure.

The Balanced Workflow

Technology enables precision. Experience guides strategy. Together, they create superior outcomes.

Data Aggregation

Technology aggregates your complete financial picture (Monarch/Wealthbox)

TECH PRECISION

Strategic Design

Experienced advisors craft the strategy

HUMAN WISDOM

Precise Execution

Algorithmic tools execute the trades efficiently

TECH PRECISION

The Expanded Asset Allocation Landscape

Diversification Across a Broader Spectrum

Flexible Portfolio Construction

Your portfolio allocation is tailored to your unique circumstances, risk tolerance, and financial objectives. Some clients hold primarily traditional assets. Others diversify significantly into digital markets. Many integrate both.

Traditional Assets

  • Global Equities & Fixed Income
  • Alternative Investments
  • Real Assets & Commodities
  • Structured Products

Digital Assets

  • Bitcoin & Layer 1 Protocols
  • DeFi Yield Strategies
  • Tokenized Securities
  • Emerging Onchain Infrastructure

Allocations range from 0-100% across asset classes, managed with a fiduciary standard of care.

Leadership

Founding Partners

All founding partners are SEC-registered Financial Advisors with dual expertise in Traditional Finance and Onchain Investment Advisory, bringing comprehensive wealth management capabilities across both asset classes.

Nick Rygiel, CFP®, MBA

Managing Partner & CTO

Systems Engineering, Infrastructure, Equity Research & Innovation Portfolio Models

Jason Leupold, CAIA, MBA

Managing Partner & CIO

Quantmental Strategy, Hedge Fund Operations, Investment Policy Statements, ISDA & A1 Agreement Coordination, Trading & Onchain Protocol Advisor

Adam Blumberg, CFP®

Managing Partner & CCO

Compliance & Governance, Educator, Family Office & Corporate Treasury Advisor

Protocol Wealth, LLC. SEC Registered Investment Advisor.

Custody Partners — TradFi: Schwab, Altruist, Interactive Brokers | Digital Assets: Anchorage Digital, Tetra Trust, BitGo

Self-Custody Partners: Fordefi, L1.co, Safe{wallet}

Self-Directed IRAs: AltoIRA

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.