Resources
The reference shelf.
An index of Protocol Wealth’s reference pages: how we think, how the process works, how assets are held, and where to verify what we publish. General information; not personalized advice.
How we think
The firm’s narrative and positioning documents.
Framework
Start with the person: what we mean by protocol, and the three domains the practice covers.
Operating Thesis
The layer-shift thesis behind the firm: technology commoditizes one layer, a verification layer emerges on top.
What is Protocol Wealth
The firm, PWOS, PWPortal, and the open-source work in one canonical overview.
Questions to Ask a Financial Advisor
Questions worth asking any adviser, including us.
FAQ
Straight answers on our approach, fees, custody, and how we work.
Investment process
The portfolio-implementation layer inside the broader fiduciary process.
Custody & digital assets
Educational references on how assets are held and the rules that apply.
Custody & Control
The plain-English hub: what Protocol Wealth can and cannot do with client assets.
Self-Custody
Client-controlled wallet infrastructure: Turnkey, Fordefi, and key-backup options.
Qualified Custody
The independent qualified custodians used for custody-appropriate assets.
Bailment Framework
A digital-asset tax-awareness reference on bailment and wrapped-asset operations.
Industry Watch
A public register of the regulatory and industry sources we track.
Tax-Aware Planning
An educational overview of thirty tax-aware strategies, organized by situation.
Technology & verification
How the technology works, and where to verify what we say about it.
What is PWOS
The operating system underneath the practice, and how each layer makes the one above it trustworthy.
What is PWPortal
The client-facing screen: what clients see and what it does.
PWOS in Motion
A research-to-audit walkthrough of one AI-assisted decision.
How We Work
The AI and governance page: research, framework, review, documentation.
Agents
The RIA agent substrate and how the open-source repositories fit together.
AI Principles
Five guiding principles for how the firm uses AI.
AI Readiness
A browser-only self-assessment across seven substrate dimensions.
Open Source
Why we publish source code, what is open versus private, and how to read it.
Open Source Strategy
The reference document on the open-source posture.
Patent Disclosure
The three defensive provisional patents and the OIN membership.
Security
The security posture: principles, vendor stack, and AI-specific protections.
Trust Center
The verify-don’t-trust hub tying privacy, security, and disclosure surfaces together.
Content & tools
Published writing and interactive starting points.
Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Content published here is general information and educational in nature; it is not a personalized recommendation for any specific person, and not legal, tax, or investment advice. Advisory services are provided only under a signed advisory agreement. See Disclosures and our Form ADV. All investing involves risk, including the possible loss of principal.