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Complex Wealth Diagnostic

Map concentration, liquidity, diversification, custody/access, income needs, and structural risk across a complex balance sheet. Digital assets are included where relevant. Self-reported — takes about 5 minutes.

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12 Questions

~5 minutes

Gap Analysis

Top risks

Durability Tier

Actionable score

Personalized

Emailed to you

How This Diagnostic Works

This diagnostic evaluates your wealth structure across seven dimensions drawn from our Protocol Wealth Asset Framework (PWAF) — a systematic four-step process for assessing market environments, asset quality, position sizing, and review discipline.

The framework follows four steps:

  1. Assess the environment — what kind of market are we in?
  2. Score the asset — does it pass 8 quality checks?
  3. Size the position — confidence tier drives allocation
  4. Review and adjust — continuous reassessment
Learn more about the framework →

Results are based on self-reported information and are not a substitute for professional financial advice. Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Registration does not imply a particular level of skill or training. All investments involve risk, including the possible loss of principal.