CONCIERGE WEALTH MANAGEMENT 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 8, 2026
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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 |
|---|---|---|---|---|---|
| 99300858 | CONCIERGE WEALTH MANAGEMENT | Jul 24, 2025 | Registered | 036 Insurance & Finance | Julian B Morris |
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FAQ: CONCIERGE WEALTH MANAGEMENT trademark portfolio
What trademarks does CONCIERGE WEALTH MANAGEMENT hold?
CONCIERGE WEALTH MANAGEMENT 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 Julian B Morris.
How many trademarks does CONCIERGE WEALTH MANAGEMENT have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to CONCIERGE WEALTH MANAGEMENT. The brand has been actively filing since July 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does CONCIERGE WEALTH MANAGEMENT file most often?
CONCIERGE WEALTH MANAGEMENT'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 CONCIERGE WEALTH MANAGEMENT trademark?
The most recent filings under the CONCIERGE WEALTH MANAGEMENT mark are registered to Julian B Morris. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is CONCIERGE WEALTH MANAGEMENT expanding into new categories?
The current WikiTrademarks Expansion Score for CONCIERGE WEALTH MANAGEMENT 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 CONCIERGE WEALTH MANAGEMENT trademark filings?
Click the Watch Brand button at the top of this page to add CONCIERGE WEALTH MANAGEMENT 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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