CITRUS WEALTH holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed November 2, 2026
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Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 88366237 | CITRUS WEALTH | Apr 01, 2019 | Pending | 036 Insurance & Finance | Citrus Wealth Management, LLC |
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FAQ: CITRUS WEALTH trademark portfolio
What trademarks does CITRUS WEALTH hold?
CITRUS WEALTH holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to Citrus Wealth Management, LLC.
How many trademarks does CITRUS WEALTH have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to CITRUS WEALTH. The brand has been actively filing since April 2019. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does CITRUS WEALTH file most often?
CITRUS WEALTH's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the CITRUS WEALTH trademark?
The most recent filings under the CITRUS WEALTH mark are registered to Citrus Wealth Management, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is CITRUS WEALTH expanding into new categories?
The current WikiTrademarks Expansion Score for CITRUS WEALTH 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 CITRUS WEALTH trademark filings?
Click the Watch Brand button at the top of this page to add CITRUS WEALTH 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.
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