CUSTOM 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 31/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed July 19, 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 |
|---|---|---|---|---|---|
| 99611154 | CUSTOM WEALTH MANAGEMENT | Jan 23, 2026 | Registered | 036 Insurance & Finance 042 Science & Technology | Custom Wealth Management, LLC |
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FAQ: CUSTOM WEALTH MANAGEMENT trademark portfolio
What trademarks does CUSTOM WEALTH MANAGEMENT hold?
CUSTOM WEALTH MANAGEMENT holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance), Class 42 (Science & Technology). The most recent filings are registered to Custom Wealth Management, LLC.
How many trademarks does CUSTOM WEALTH MANAGEMENT have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to CUSTOM WEALTH MANAGEMENT. The brand has been actively filing since January 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does CUSTOM WEALTH MANAGEMENT file most often?
CUSTOM 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 CUSTOM WEALTH MANAGEMENT trademark?
The most recent filings under the CUSTOM WEALTH MANAGEMENT mark are registered to Custom Wealth Management, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is CUSTOM WEALTH MANAGEMENT expanding into new categories?
The current WikiTrademarks Expansion Score for CUSTOM WEALTH MANAGEMENT is 31 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 CUSTOM WEALTH MANAGEMENT trademark filings?
Click the Watch Brand button at the top of this page to add CUSTOM 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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