VERTICALLY INTEGRATED PLANNING 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 July 31, 2026
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Sign in to claimHow is VERTICALLY INTEGRATED PLANNING filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99480458 | VERTICALLY INTEGRATED PLANNING | Nov 05, 2025 | Registered | 036 Insurance & Finance | Selective Wealth Management, Inc. |
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FAQ: VERTICALLY INTEGRATED PLANNING trademark portfolio
What trademarks does VERTICALLY INTEGRATED PLANNING hold?
VERTICALLY INTEGRATED PLANNING 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 Selective Wealth Management, Inc..
How many trademarks does VERTICALLY INTEGRATED PLANNING have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to VERTICALLY INTEGRATED PLANNING. 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 VERTICALLY INTEGRATED PLANNING file most often?
VERTICALLY INTEGRATED PLANNING'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 VERTICALLY INTEGRATED PLANNING trademark?
The most recent filings under the VERTICALLY INTEGRATED PLANNING mark are registered to Selective Wealth Management, Inc.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is VERTICALLY INTEGRATED PLANNING expanding into new categories?
The current WikiTrademarks Expansion Score for VERTICALLY INTEGRATED PLANNING 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 VERTICALLY INTEGRATED PLANNING trademark filings?
Click the Watch Brand button at the top of this page to add VERTICALLY INTEGRATED PLANNING 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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