WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT.
2 total filings · 0 classes · Active since May 2026
WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 54/100, moderate — the brand is steadily adding adjacent classes.
USPTO data refreshed June 15, 2026
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Sign in to claimHow is WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99853405 | WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. | May 29, 2026 | Registered | 036 Insurance & Finance | Pathstone Family Office, LLC |
| 99853415 | WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. | May 29, 2026 | Registered | 035 Advertising & Business 039 Transport & Storage 041 Education & Entertainment 044 Medical & Beauty Services 045 Legal & Security Services | Pathstone Family Office, LLC |
Weekly visibility reports showing how ChatGPT mentions WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT., where you rank in the answer, the sentiment of the mention, and which sources ChatGPT cites.
FAQ: WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. trademark portfolio
What trademarks does WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. hold?
WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance), Class 35 (Advertising & Business), Class 39 (Transport & Storage). The most recent filings are registered to Pathstone Family Office, LLC.
How many trademarks does WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. have at the USPTO?
WikiTrademarks tracks 2 USPTO trademark filings attributed to WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT.. The brand has been actively filing since May 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. file most often?
WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT.'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 WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. trademark?
The most recent filings under the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. mark are registered to Pathstone Family Office, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. expanding into new categories?
The current WikiTrademarks Expansion Score for WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. is 54 out of 100, which is moderate — the brand is steadily adding adjacent classes. 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 WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. trademark filings?
Click the Watch Brand button at the top of this page to add WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. 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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