PLANNING THOUGHTFULLY, INVESTING WISELY
1 total filings · 0 classes · Active since Nov 2025
PLANNING THOUGHTFULLY, INVESTING WISELY 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 June 29, 2026
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Sign in to claimHow is PLANNING THOUGHTFULLY, INVESTING WISELY 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 |
|---|---|---|---|---|---|
| 99500339 | PLANNING THOUGHTFULLY, INVESTING WISELY | Nov 17, 2025 | Registered | 036 Insurance & Finance | Element Point Advisors, LLC |
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FAQ: PLANNING THOUGHTFULLY, INVESTING WISELY trademark portfolio
What trademarks does PLANNING THOUGHTFULLY, INVESTING WISELY hold?
PLANNING THOUGHTFULLY, INVESTING WISELY 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 Element Point Advisors, LLC.
How many trademarks does PLANNING THOUGHTFULLY, INVESTING WISELY have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to PLANNING THOUGHTFULLY, INVESTING WISELY. The brand has been actively filing since November 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does PLANNING THOUGHTFULLY, INVESTING WISELY file most often?
PLANNING THOUGHTFULLY, INVESTING WISELY'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 PLANNING THOUGHTFULLY, INVESTING WISELY trademark?
The most recent filings under the PLANNING THOUGHTFULLY, INVESTING WISELY mark are registered to Element Point Advisors, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is PLANNING THOUGHTFULLY, INVESTING WISELY expanding into new categories?
The current WikiTrademarks Expansion Score for PLANNING THOUGHTFULLY, INVESTING WISELY 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 PLANNING THOUGHTFULLY, INVESTING WISELY trademark filings?
Click the Watch Brand button at the top of this page to add PLANNING THOUGHTFULLY, INVESTING WISELY 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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