Protocol Wealth, LLC is hiring Nick Rygiel, CFP, Jason Leupold, MBA, CAIA to help clients plan for token unlocks and vesting.
Public source
Publisher name
Public post
We’re nearing the second tax season of the year. At the same time, we see several major token unlocks coming, while many others are still vesting a bit every month. Fort…
Company
Protocol Wealth, LLC
SEC-Registered Investment Adviser
- Industry
- Financial Services
- Location
- Denver, US
- Company size
- 2–10 employees
About Protocol Wealth, LLC
Protocol Wealth LLC is an SEC-registered investment adviser helping founders, executives, investors, families, and organizations make clearer decisions across complex modern wealth. Modern balance sheets are rarely just stocks and bonds. They may include public markets, private investments, operating businesses, equity compensation, real estate, intellectual property, cash-flow needs, estate considerations, tax questions, and digital assets. We help clients organize those moving parts into a coordinated wealth strategy. Our focus areas include fiduciary wealth management, portfolio construction, planning coordination, founder liquidity, private assets, onchain/digital asset strategy, treasury considerations, and collaboration with CPAs, attorneys, custodians, and other professionals. Protocol Wealth also builds and publishes open-source, compliance-aware technology focused on auditability, PII protection, tool governance, and safer AI-enabled workflows for financial services. We are built for clients who need more than a portfolio: human accountability, fiduciary judgment, and technology-enabled infrastructure that connects planning, investments, risk management, and governance into one integrated strategy. Learn more: Open Source: https://protocolwealthllc.com/opensource/ How We Work: https://protocolwealthllc.com/how-we-work/ Security: https://protocolwealthllc.com/security/ Trust Center: https://protocolwealthllc.com/trust/
See moreLatest activity
Latest activity from Protocol Wealth, LLC
3 signals
Presence & Recognition
Protocol Wealth, LLC is attending the Heartland Digital Asset Exchange in Kansas City for a 2-day event including education, family office involvement, and real discussion about institutional digital asset adoption.
Strategy & Corporate Development
Protocol Wealth, LLC treats crypto as an asset class using familiar wealth-planning disciplines while accounting for characteristics like custody, liquidity, tokenomics, staking, and smart contracts.
Discover more
Similar signals
Similar public activity from other companies.
People
The Perfect RIA
The Perfect RIA hired new advisors.
People
Heritage Wealth Advisors
Heritage Wealth Advisors is hiring for several open positions across the firm with a focus on collaboration and a thoughtful approach to work.
People
Maridea Wealth Management
Maridea Wealth Management welcomed Michael Pultro, Brian Pultro, Donna Mannas, and Stephanie Gillard to the team as Senior Investment Advisors, Client Service Associate, and Office Manager respectively.
People
Wealthtender
Wealthtender welcomed Harbor View Private Wealth to its growing community of financial advisors.
People
Socha Capital