HERITAGE OAK WEALTH ADVISORS 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 24/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed August 31, 2026
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Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99783490 | HERITAGE OAK WEALTH ADVISORS | Apr 23, 2026 | Registered | 036 Insurance & Finance | Heritage Oak Wealth Advisors, LLC |
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FAQ: HERITAGE OAK WEALTH ADVISORS trademark portfolio
What trademarks does HERITAGE OAK WEALTH ADVISORS hold?
HERITAGE OAK WEALTH ADVISORS 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 Heritage Oak Wealth Advisors, LLC.
How many trademarks does HERITAGE OAK WEALTH ADVISORS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to HERITAGE OAK WEALTH ADVISORS. The brand has been actively filing since April 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does HERITAGE OAK WEALTH ADVISORS file most often?
HERITAGE OAK WEALTH ADVISORS'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 HERITAGE OAK WEALTH ADVISORS trademark?
The most recent filings under the HERITAGE OAK WEALTH ADVISORS mark are registered to Heritage Oak Wealth Advisors, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is HERITAGE OAK WEALTH ADVISORS expanding into new categories?
The current WikiTrademarks Expansion Score for HERITAGE OAK WEALTH ADVISORS is 24 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 HERITAGE OAK WEALTH ADVISORS trademark filings?
Click the Watch Brand button at the top of this page to add HERITAGE OAK WEALTH ADVISORS 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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