SIMPLICITY WEALTH ADVISORS holds 1 USPTO trademark filings across 1 NICE class. 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 9, 2026
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Sign in to claimHow is SIMPLICITY WEALTH ADVISORS 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 |
|---|---|---|---|---|---|
| 99402688 | SIMPLICITY WEALTH ADVISORS | Sep 19, 2025 | Registered | 036 Insurance & Finance | Simplicity Financial Marketing Holdings, Inc. |
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FAQ: SIMPLICITY WEALTH ADVISORS trademark portfolio
What trademarks does SIMPLICITY WEALTH ADVISORS hold?
SIMPLICITY WEALTH ADVISORS holds 1 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to Simplicity Financial Marketing Holdings, Inc..
How many trademarks does SIMPLICITY WEALTH ADVISORS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to SIMPLICITY WEALTH ADVISORS. 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 SIMPLICITY WEALTH ADVISORS file most often?
SIMPLICITY WEALTH ADVISORS's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 1 classes is shown in the Nice Class Distribution panel on this page.
Who owns the SIMPLICITY WEALTH ADVISORS trademark?
The most recent filings under the SIMPLICITY WEALTH ADVISORS mark are registered to Simplicity Financial Marketing Holdings, Inc.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is SIMPLICITY WEALTH ADVISORS expanding into new categories?
The current WikiTrademarks Expansion Score for SIMPLICITY WEALTH ADVISORS 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 SIMPLICITY WEALTH ADVISORS trademark filings?
Click the Watch Brand button at the top of this page to add SIMPLICITY 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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