SUMMIT WEALTH GROUP 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 0/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed July 5, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Ownership & Assignment History
1 record| Date | From | To |
|---|---|---|
| Feb 11, 2026 |
SUMMIT WEALTH GROUP, INC.
|
SUMMIT WEALTH GROUP, LLC
LONE TREE, COLORADO
|
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 85859267 | SUMMIT WEALTH GROUP | Feb 25, 2013 | Abandoned | 036 Insurance & Finance | SUMMIT WEALTH GROUP, LLC |
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FAQ: SUMMIT WEALTH GROUP trademark portfolio
What trademarks does SUMMIT WEALTH GROUP hold?
SUMMIT WEALTH GROUP 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 SUMMIT WEALTH GROUP, LLC.
How many trademarks does SUMMIT WEALTH GROUP have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to SUMMIT WEALTH GROUP. The brand has been actively filing since February 2013. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does SUMMIT WEALTH GROUP file most often?
SUMMIT WEALTH GROUP'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 SUMMIT WEALTH GROUP trademark?
The most recent filings under the SUMMIT WEALTH GROUP mark are registered to SUMMIT WEALTH GROUP, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is SUMMIT WEALTH GROUP expanding into new categories?
The current WikiTrademarks Expansion Score for SUMMIT WEALTH GROUP is 0 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 SUMMIT WEALTH GROUP trademark filings?
Click the Watch Brand button at the top of this page to add SUMMIT WEALTH GROUP 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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