Find the Right Wealth Diagnostic

Choose the path that matches your current complexity. The main path is broad wealth first; digital assets are a specialty path when they are meaningful to the balance sheet.

For founders, executives, and owners with business value, equity compensation, liquidity events, concentrated stock, or token exposure where relevant.

~5 minutes · 10 questions

Entity Treasury Diagnostic

For companies, family entities, funds, nonprofits, and protocol treasuries assessing runway, liquidity, reserves, governance, and controls.

5-10 minutes · 10 questions

Digital Asset Diagnostic

For meaningful digital-asset exposure where custody, liquidity, concentration, tax coordination, estate access, and portfolio fit need review.

~5 minutes · digital-asset focus

Other assessment tools

Use these if you want a narrower risk-tolerance or decision-style screen, or if you prefer to skip questionnaires and talk with an advisor.

Protocol Wealth LLC is an SEC-registered investment adviser (CRD #335298). This assessment is for informational purposes only and does not constitute investment advice. All information is kept confidential in accordance with our privacy policy.