ENVISION WEALTH PLANNERS 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 4/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed July 1, 2026
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Sign in to claimHow is ENVISION WEALTH PLANNERS filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Filing Activity by NICE Class
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99405588 | ENVISION WEALTH PLANNERS | Sep 22, 2025 | Pending | 036 Insurance & Finance | Envision Financial Services & Asset Management, LLC |
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FAQ: ENVISION WEALTH PLANNERS trademark portfolio
What trademarks does ENVISION WEALTH PLANNERS hold?
ENVISION WEALTH PLANNERS 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 Envision Financial Services & Asset Management, LLC.
How many trademarks does ENVISION WEALTH PLANNERS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to ENVISION WEALTH PLANNERS. The brand has been actively filing since September 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does ENVISION WEALTH PLANNERS file most often?
ENVISION WEALTH PLANNERS'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 ENVISION WEALTH PLANNERS trademark?
The most recent filings under the ENVISION WEALTH PLANNERS mark are registered to Envision Financial Services & Asset Management, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is ENVISION WEALTH PLANNERS expanding into new categories?
The current WikiTrademarks Expansion Score for ENVISION WEALTH PLANNERS is 4 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 ENVISION WEALTH PLANNERS trademark filings?
Click the Watch Brand button at the top of this page to add ENVISION WEALTH PLANNERS 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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