Onchain advisory

Keep control, and coordinate the full onchain picture.

Protocol Wealth advises, monitors, and reports on selected onchain activity within an agreed engagement — without requiring transfer into a Protocol Wealth-controlled wallet.

Schedule a consultation Custody and control

Wallet paths

Three ways to keep control

The right path depends on the client, the assets, and the advisory agreement. Turnkey and Fordefi are wallet infrastructure, not qualified custodians. Independent qualified custody is described on the qualified custody page.

Existing wallets

Clients can keep existing wallets where the advisory engagement and selected scope permit. Protocol Wealth can monitor and report on selected wallet addresses without requiring transfer into a Protocol Wealth-controlled wallet. That monitoring path does not mean every wallet can support discretionary execution.

Turnkey

The client’s own self-custodial wallet in the client portal, offered first to selected clients. The client is its sole owner and signs with a passkey. Protocol Wealth does not receive private keys or independently move funds.

Fordefi

Fordefi supports institutional MPC and policy-controlled wallet arrangements. Activity is bounded by client-approved destinations, rules, limits, and approvers. Protocol Wealth cannot expand the allowlist or move assets to itself.

Protocol Wealth is not a qualified custodian. It is deemed to have custody because it is authorized to deduct its advisory fees from many client accounts. In a Fordefi wallet, Fordefi holds one key shard and Protocol Wealth holds one; the client holds the ultimate backup.

Process

How the work proceeds

Five steps, in order. Scope and human review sit around the reporting system.

Define scope

Agree which wallets, chains, and activities belong in the advisory engagement. Scope is engagement-specific.

Evaluate risks

Review the protocol, smart-contract, operational, custody, and reporting risks that apply to the selected scope.

Configure controls

Set permissions, destinations, rules, limits, and approvers on the wallet path in use, with client approval where those controls apply.

Retain observations

Capture dated wallet and position evidence within the advisor-selected scope so later reporting can rest on retained records.

Review and report

Human review determines what is relevant to the client statement. The statement is assembled from retained evidence, not from a live screen.

Vault research

Surfacing information is not a recommendation

vaults.fyi is a public research and catalog input used to surface and compare vault information. Its catalog is refreshed periodically.

Surfacing a vault is not a recommendation or automatic approval. Approved strategies and destinations remain engagement-specific.

Reporting

From wallet evidence to an onchain statement

Protocol Wealth's onchain reporting uses retained, dated evidence rather than a live-screen estimate. Scheduled observations support daily history and reduce later backfills.

Evidence sources

EVM token and protocol-position observations from DeBank within advisor-selected wallet and chain scope
Read-only explorer and RPC checks where needed
Solana RPC/Jupiter and recognized staking and liquid-staking position sources
Bitcoin address and UTXO evidence

What the statement can show

Beginning and ending values
Material holdings and protocol positions
Staking and yield evidence
Selected period activity
Identified onchain advisory fees
Retained reference prices, sources, and disclosures

The client statement is supplemental account reporting. It is not a tax return, tax-lot/cost-basis report, qualified-custodian statement, performance guarantee, or complete description of every possible onchain position. Advisor-defined scope and human review determine what is relevant.

Roles

Who does what

Client

Keeps control of the wallet path in use: permissions, recovery, deposits, withdrawals, and approval of destinations, rules, limits, and approvers. Existing wallets remain in place only where the engagement and selected scope permit.

Advisor

Defines scope, evaluates risks, and reviews what belongs on the client statement. Advisor-defined scope and human review determine what is relevant.

Reporting system

Retains dated observations and supports the client-facing statement from that evidence. Internal diagnostics remain separate from client-facing reporting.

Start a conversation

If onchain wallets, vault research, or retained-evidence reporting are part of the work you want reviewed, we can discuss whether the engagement and scope fit.

Schedule a consultation

Last updated: October 1, 2026. Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). See ourForm ADVand disclosuresfor authoritative regulatory materials. Registration does not imply a particular level of skill or training; advisory services are provided only under a signed advisory agreement.

Protocol Wealth is not a qualified custodian. It is deemed to have custody because it is authorized to deduct its advisory fees from many client accounts. Turnkey and Fordefi are wallet infrastructure, not qualified custodians. In a Fordefi wallet, Fordefi holds one key shard and Protocol Wealth holds one; the client holds the ultimate backup. Onchain reporting uses retained, dated evidence within advisor-selected scope; it is supplemental account reporting, not a tax return, tax-lot/cost-basis report, qualified-custodian statement, or performance guarantee. Surfacing vault information is not a recommendation or automatic approval.

This page is general information about how Protocol Wealth's onchain advisory operating model can work. It is not a personalized recommendation, an offer, or tax or legal advice. All investments involve risk, including the potential loss of principal. Digital assets are highly speculative and volatile and carry additional risks, including smart-contract, protocol, bridge, stablecoin, oracle, liquidity, governance, cybersecurity, and wallet-policy risk. Past performance does not guarantee future results.