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Protocol Wealth

Disclosure archive

Every version of the 15 disclosures Protocol Wealth publishes directly, retained permanently. A published version is never edited and never removed. When a document is corrected, a new version is added and the previous one stays here exactly as it was delivered.

Each version records the SHA-256 of its PDF. If you were given a copy of a disclosure, you can confirm it is the document we published by comparing its hash to the value shown here.

15 disclosures,33 published versions. The current version of each document is also available on thedisclosures page.

Fee & Billing Disclosure

no longer published Retired 2026-08-24. Fee and billing terms are negotiated per engagement and now live in the signed Client Advisory Agreement rather than in a firm-wide disclosure. Every version published before then is retained below.

Financial Planning Services

no longer published Retired 2026-08-24. The scope of planning services is set per engagement in the Client Advisory Agreement and the General Terms. Every version published before then is retained below.

Retainer, Project & Institutional Services

no longer published Retired 2026-08-24. Retainer, project and institutional terms are negotiated per engagement and stated in the Client Advisory Agreement. Every version published before then is retained below.

Digital Assets & Onchain Activity Risk Disclosure

Options, Futures & Derivatives Risk Disclosure

OTC Digital Asset Derivatives, ECP & Counterparty Risk Disclosure

Custody, Account Control & Digital-Asset Safekeeping

Cybersecurity Best Practices

Business Continuity, Trusted Contact & Financial-Exploitation

AI & Technology Use Disclosure

Legal & Regulatory Disclosures

Affiliate Referral & Third-Party Provider Conflicts

no longer published Retired 2026-08-24. The firm does not operate the affiliate referral arrangements this disclosure described. Every version published before then is retained below.

Privacy Policy

  • v2026.08.28currentmaterialv3.13 · effective 2026-08-28
  • v2026.08.27supersededmaterialv3.12 · effective 2026-08-27
  • v2026.08.25supersededmaterialv3.11 · effective 2026-08-25
  • v2026.08.14supersedededitorialv3.10 · effective 2026-08-14
  • v2026.08.13supersededv3.9 · effective 2026-08-13

Terms of Service

ERISA and Retirement Plan Accounts Disclosure

Disclosures held elsewhere

These are published, but not through this archive. Each is listed with the reason and a link to the authoritative copy, so nothing is missing without an explanation.

  • Form ADV Part 2A - Firm Brochure

    Filed with the SEC. The authoritative copy is the one on IAPD, which carries its own filing history — republishing it here would create a second version record for a document whose versions the SEC already keeps.

  • Form CRS - Client Relationship Summary

    Filed with the SEC. Same reason as Form ADV Part 2A: IAPD holds the authoritative copy and its filing history.