SEC-Registered Investment Adviser
Institutional crypto wealth management — personalized to you
Treasury advisory for protocols. Wealth management for founders and investors. Non-custodial. Fiduciary. Built for crypto-native clients.
Choose Your Starting Point
Every client is different. Start with the track that matches your situation.
Treasuries
A well-managed treasury is a survival tool. We build strategies anchored to stable runway, cash flow certainty, and viability independent of token price.
Founders & VCs
Concentrated token wealth is not the same as financial security. We build diversification, custody, and income plans that protect your life without betraying your conviction.
UHNW Investors
At a certain portfolio size, the tools that got you here become the risks. We bring institutional custody, yield optimization, and estate planning adapted for crypto-native wealth.
Everyone
Not sure where you fit? This diagnostic maps how you actually make investment decisions across six dimensions — risk, knowledge, experience, and discipline.
Ready to Start?
Schedule a complimentary consultation to discuss your situation.
Schedule a ConsultationProtocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Advisory services are provided only under a signed advisory agreement. See Disclosures, Form ADV, and Form CRS. All investing involves risk, including the possible loss of principal.