Protocol Wealth
Wealth management for founders, business owners, and investors with digital assets. What it is, what to know before you engage, and why we like it.
One plan across traditional and digital assets
An SEC-registered investment adviser run by three partners. Clients work with them directly on one plan for everything they hold.
Fiduciary standard
Advice held to a fiduciary standard of care, under a signed advisory agreement.
Published pricing
A monthly retainer, fixed-fee projects, or 0.25% to 2.00% for investment management.
Custody explained
Traditional assets at a qualified custodian; digital assets at one, or in an MPC wallet.
Three partners
Clients work with the three managing partners directly.
A plan that keeps the tax in view
Why we like it
Digital assets planned inside the whole balance sheet, not beside it.
They work with your CPA and attorney, so planning and tax stay in step.
Pricing and disclosures are public, with a version history.
Before you engage
The firm was formed in 2025. Its Form ADV and Form CRS cover services, fees, and conflicts.
They don't give tax or legal advice. Keep your CPA in the loop on every plan.
Assets in an MPC wallet aren't held by a qualified custodian or covered by SIPC or FDIC.
Go deeper
- Visit site:Website
Planning, investing, digital assets, pricing. (opens in a new tab)
- Read about custody:Custody
Qualified custodians, MPC wallets, the risks of each. (opens in a new tab)
- PartnersAll organizations
Custody, onchain infrastructure, wealth management, legal counsel.
Disclosure
Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Darien Advisors is a separate firm and is not affiliated with Protocol Wealth. This page is general information, not investment, tax, or legal advice for any person, and not a recommendation to engage any adviser.
Advisory services are provided only under a signed advisory agreement with Protocol Wealth. All investments involve risk, including the loss of principal; digital assets are highly speculative and volatile. Securities are offered through Finalis Securities LLC, member FINRA/SIPC, which is not affiliated with Protocol Wealth or Darien Advisors.