PROTOCOL WEALTH, LLC

Overview

Protocol Wealth, LLC operates as an independent registered investment adviser and positions itself as a capital allocator for both individual/family and institutional clients. The firm blends direct portfolio management with third‑party manager selection, offering financial planning, discretionary and non‑discretionary portfolio services, and educational workshops. It is not focused on ESG integration and does not act as a pension consultant. Investment activity emphasizes multi‑manager exposure and alternative allocations. Protocol Wealth sources external alternative managers across private equity, hedge funds, private placements and real estate while also keeping exposure to commodities, digital currency and energy-oriented strategies. That mix suggests a willingness to blend liquid public market holdings with less liquid, return‑enhancing private strategies. The firm’s fee framework is flexible — it can charge percentage‑of‑AUM fees, hourly or fixed fees, subscription arrangements and even performance‑based fees — which allows it to tailor pricing to different client types and to the complexity of alternative allocations. Protocol Wealth also conducts selection and oversight of other advisers, indicating a model where it acts both as portfolio manager and as a coordinator for specialist managers. Educational seminars and workshops imply an emphasis on client education and ongoing communication about strategy and risk.

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