Agent Assisted Account (AAA)

The world of crypto is complicated and going it alone can be intimidating. At Wealthereum, we offer the opportunity to work with a personal agent by upgrading your account to an Agent Assisted Account.
We believe you should have access to a professional when it comes to your money. Relying on a website or outsourced call center just won’t do for most people. With the Agent Assisted Account, you will get concierge services with your own personal representative to help you with all your crypto IRA needs. While we are not able to offer investment, tax, or legal advice, the Agent Assisted Account can be a valuable resource for education, account management, and peace of mind.

We are offering the AAA to a limited number of clients. If you are interested in learning more, please Contact Us.

Wealthereum and Wealth Pros, LLC do not provide tax, legal or investment advice and do not provide securities. Any information provided by Wealthereum, it’s agents or affiliates is purely for educational purposes and should not be considered advice on any financial matters. Cryptocurrencies, precious metals and other alternative assets are considered highly volatile with extreme price swings. One should consult with their own financial professionals prior to investing. Custodial services and trading platform provided by Kingdom Trust and Choice. Wallet, Cold Storage and Digital Custody services provided by Komainu.

Copyright © 2025 Wealthereum - All Rights Reserved. Wealthereum is a platform that connects consumers with a qualified custodian, digital wallets, and a cryptocurrency trading platform. While Wealthereum facilitates access to these financial products, it is not a digital wallet provider, funding portal, a cryptocurrency exchange, and does not act as a fiduciary, in the United States or elsewhere. Products are not FDIC-insured, do not function as a bank, and are not a licensed broker, dealer, broker-dealer, investment advisor, investment manager, and not SIPC-insured. Self-directed investment opportunities are not reviewed, approved, endorsed, or recommended by the IRS or any other government agency. Retirement accounts and custodial services are offered by Digital Trust LLC, a regulated custodian and Nevada chartered trust company. Users do not receive a choice of custody partner. Information provided is for educational purposes only, the information is not tailored to any individual investor or investment strategy, and it is recommended customers seek independent financial, investment, tax, and legal advice. Historical performance is no guarantee of future results. Cryptocurrency investments involve high volatility and risk, including total investment loss. Cryptocurrency is not legal tender backed by the United States government. Alternative investments are a speculative investment with risk of loss. See our Risk Disclosures. All information is for informational purposes and is not an offer to buy or sell cryptocurrency. Some taxes and conditions may apply. Investors assume the risk of all purchases and sale decisions. No guarantee or representation regarding investors ability to profit from any transaction or the tax implications of any transaction. Wealthereum relies on customer and third-party information but it does not guarantee its accuracy or completeness. We make no representation or warranty as to the accuracy or completeness of this information and shall not have any liability for any representations (expressed or implied) or omissions from the information contained herein. Wealthereum disclaims all liability to any party for any direct, indirect, implied, punitive, special, incidental, or other consequential damages arising directly or indirectly from any use of this information, which is provided, as is, without warranties. Disclosures may be updated or revised subject to regulatory changes, operational practices, or other factors.

Agent Assisted Account (AAA)

Agent Assisted Account (AAA)

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