Havertown, PA Office

Protocol Wealth serves individuals—including high‑net‑worth clients—founders and early holders of digital‑asset projects, decentralized organizations and protocol treasuries, businesses, trusts, and certain pension and profit‑sharing plans. The firm provides portfolio management for both traditional securities and digital assets, financial planning and consulting, digital‑asset advisory, and sub‑advisory services to a pooled private fund.

The firm tailors strategies to each client’s objectives and tolerance for risk, combining long‑term allocations in traditional assets with onchain activities such as staking, liquidity provision, yield strategies and the selective use of derivatives for hedging. It manages accounts on both discretionary and non‑discretionary bases, engages third‑party sub‑advisers to run certain decentralized yield strategies through smart‑contract vaults, and uses AI tools for research plus a client portal that can read document values and answer account questions.

Distinctive features include offering subscription‑style monthly retainers as an alternative to asset‑based billing, serving as a sub‑adviser to a private fund and potentially receiving carried interest (a performance‑based fee), and allocating client assets into tokenized smart‑contract vaults managed by sub‑advisers, some located outside the United States and not registered with U.S. regulators. The firm also supports onchain custody options such as multi‑party computation and client‑controlled self‑custodial wallets, discloses that principals may receive transaction‑based compensation through an unaffiliated broker‑dealer, and notes that its portal assistant and document‑reading features can produce illustrative calculations or unverified values that clients should confirm with an adviser.