PLANWELL PRIVATE WEALTH SERVICES holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 2 filings. The WikiTrademarks Expansion Score is 27/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed August 15, 2026
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99794724 | PLANWELL PRIVATE WEALTH SERVICES | Apr 29, 2026 | Registered | 036 Insurance & Finance | Stewart Taylor Werner |
| 99794738 | PLANWELL PRIVATE WEALTH SERVICES | Apr 29, 2026 | Registered | 036 Insurance & Finance | Stewart Taylor Werner |
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FAQ: PLANWELL PRIVATE WEALTH SERVICES trademark portfolio
What trademarks does PLANWELL PRIVATE WEALTH SERVICES hold?
PLANWELL PRIVATE WEALTH SERVICES holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to Stewart Taylor Werner.
How many trademarks does PLANWELL PRIVATE WEALTH SERVICES have at the USPTO?
WikiTrademarks tracks 2 USPTO trademark filings attributed to PLANWELL PRIVATE WEALTH SERVICES. 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 PLANWELL PRIVATE WEALTH SERVICES file most often?
PLANWELL PRIVATE WEALTH SERVICES's most active class is NICE Class 36 (Insurance & Finance), with 2 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the PLANWELL PRIVATE WEALTH SERVICES trademark?
The most recent filings under the PLANWELL PRIVATE WEALTH SERVICES mark are registered to Stewart Taylor Werner. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is PLANWELL PRIVATE WEALTH SERVICES expanding into new categories?
The current WikiTrademarks Expansion Score for PLANWELL PRIVATE WEALTH SERVICES is 27 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 PLANWELL PRIVATE WEALTH SERVICES trademark filings?
Click the Watch Brand button at the top of this page to add PLANWELL PRIVATE WEALTH SERVICES 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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