ALTIUM WEALTH MANAGEMENT

2 total filings · 1 classes · Active since Feb 2014

ALTIUM WEALTH MANAGEMENT holds 2 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 36 (Insurance & Finance) with 2 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.

USPTO data refreshed July 6, 2026

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How is ALTIUM WEALTH MANAGEMENT filing trademarks, and where is the portfolio expanding?

Filing Velocity (24 Months)

Aug 2024 Jul 2026

Nice Class Distribution

Activity Timeline

No activity recorded yet.

Ownership & Assignment History

1 record
Date From To
Dec 15, 2014
ALTIUM WEALTH MANAGEMENT, LLC
ALTIUM HOLDINGS GROUP, LLC
PURCHASE, NEW YORK

Recent Filings

Serial No. Mark Filing Date Status Classes Owner
88618415 ALTIUM WEALTH MANAGEMENT Sep 16, 2019 Pending 036 Insurance & Finance ALTIUM OPCO, LLC
86186748 ALTIUM WEALTH MANAGEMENT Feb 06, 2014 Pending 036 Insurance & Finance ALTIUM OPCO, LLC
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FAQ: ALTIUM WEALTH MANAGEMENT trademark portfolio

What trademarks does ALTIUM WEALTH MANAGEMENT hold?

ALTIUM WEALTH MANAGEMENT holds 2 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to ALTIUM OPCO, LLC.

How many trademarks does ALTIUM WEALTH MANAGEMENT have at the USPTO?

WikiTrademarks tracks 2 USPTO trademark filings attributed to ALTIUM WEALTH MANAGEMENT. The brand has been actively filing since February 2014. The count updates daily as new filings are indexed from the USPTO bulk data feed.

In which NICE classes does ALTIUM WEALTH MANAGEMENT file most often?

ALTIUM WEALTH MANAGEMENT's most active class is NICE Class 36 (Insurance & Finance), with 2 filings. The full distribution across all 1 classes is shown in the Nice Class Distribution panel on this page.

Who owns the ALTIUM WEALTH MANAGEMENT trademark?

The most recent filings under the ALTIUM WEALTH MANAGEMENT mark are registered to ALTIUM OPCO, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.

Is ALTIUM WEALTH MANAGEMENT expanding into new categories?

The current WikiTrademarks Expansion Score for ALTIUM WEALTH MANAGEMENT is 1 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.

How can I track new ALTIUM WEALTH MANAGEMENT trademark filings?

Click the Watch Brand button at the top of this page to add ALTIUM WEALTH MANAGEMENT to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.

More on this portfolio: Compare ALTIUM WEALTH MANAGEMENT to another owner · Browse all NICE classes · Most valuable brands

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