SHELTER WEALTH STRATEGIES 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 SHELTER WEALTH STRATEGIES filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Filing Activity by NICE Class
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99501043 | SHELTER WEALTH STRATEGIES | Nov 17, 2025 | Registered | 036 Insurance & Finance | Shelter Wealth Strategies, LLC |
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FAQ: SHELTER WEALTH STRATEGIES trademark portfolio
What trademarks does SHELTER WEALTH STRATEGIES hold?
SHELTER WEALTH STRATEGIES 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 Shelter Wealth Strategies, LLC.
How many trademarks does SHELTER WEALTH STRATEGIES have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to SHELTER WEALTH STRATEGIES. 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 SHELTER WEALTH STRATEGIES file most often?
SHELTER WEALTH STRATEGIES'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 SHELTER WEALTH STRATEGIES trademark?
The most recent filings under the SHELTER WEALTH STRATEGIES mark are registered to Shelter Wealth Strategies, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is SHELTER WEALTH STRATEGIES expanding into new categories?
The current WikiTrademarks Expansion Score for SHELTER WEALTH STRATEGIES 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 SHELTER WEALTH STRATEGIES trademark filings?
Click the Watch Brand button at the top of this page to add SHELTER WEALTH STRATEGIES 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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