THE WEALTH OFFICE 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 August 28, 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 |
|---|---|---|
| Jan 19, 2026 |
FIDUCIENT ADVISORS LLC
|
UBS AG, STAMFORD BRANCH, AS ADMINISTRATI...
STAMFORD, CONNECTICUT
|
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 78027499 | THE WEALTH OFFICE | Sep 25, 2000 | Abandoned | 036 Insurance & Finance | FIDUCIENT ADVISORS LLC |
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FAQ: THE WEALTH OFFICE trademark portfolio
What trademarks does THE WEALTH OFFICE hold?
THE WEALTH OFFICE 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 FIDUCIENT ADVISORS LLC.
How many trademarks does THE WEALTH OFFICE have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to THE WEALTH OFFICE. The brand has been actively filing since September 2000. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does THE WEALTH OFFICE file most often?
THE WEALTH OFFICE'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 THE WEALTH OFFICE trademark?
The most recent filings under the THE WEALTH OFFICE mark are registered to FIDUCIENT ADVISORS LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is THE WEALTH OFFICE expanding into new categories?
The current WikiTrademarks Expansion Score for THE WEALTH OFFICE 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 THE WEALTH OFFICE trademark filings?
Click the Watch Brand button at the top of this page to add THE WEALTH OFFICE 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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