CUSTOM WEALTH SOLUTIONS 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 August 17, 2026
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Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99526802 | CUSTOM WEALTH SOLUTIONS | Dec 03, 2025 | Registered | 036 Insurance & Finance | Michael Windle |
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FAQ: CUSTOM WEALTH SOLUTIONS trademark portfolio
What trademarks does CUSTOM WEALTH SOLUTIONS hold?
CUSTOM WEALTH SOLUTIONS 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 Michael Windle.
How many trademarks does CUSTOM WEALTH SOLUTIONS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to CUSTOM WEALTH SOLUTIONS. The brand has been actively filing since December 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does CUSTOM WEALTH SOLUTIONS file most often?
CUSTOM WEALTH SOLUTIONS'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 SOLUTIONS trademark?
The most recent filings under the CUSTOM WEALTH SOLUTIONS mark are registered to Michael Windle. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is CUSTOM WEALTH SOLUTIONS expanding into new categories?
The current WikiTrademarks Expansion Score for CUSTOM WEALTH SOLUTIONS 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 CUSTOM WEALTH SOLUTIONS trademark filings?
Click the Watch Brand button at the top of this page to add CUSTOM WEALTH SOLUTIONS 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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