SEC Registered Investment Adviser: Protocol Wealth, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. As a fiduciary, we are legally obligated to act in the best interests of our clients.
Form ADV: Our Form ADV Part 2A is available at adviserinfo.sec.gov or upon request.
Risk Disclosure: All investments involve risk, including the potential loss of principal. Digital assets may experience extreme volatility, regulatory uncertainty, and illiquidity. Past performance does not guarantee future results.
Educational Content: Information on this website is for educational purposes only and should not be construed as personalized investment advice. No client relationship is established through use of this website.
CFP® Certification: Certain advisors hold the CERTIFIED FINANCIAL PLANNER™ certification, granted by the CFP Board, requiring comprehensive coursework, examination, experience, and adherence to fiduciary standards.