INTEGRATED WEALTH APPROACH holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business) with 1 filings. The WikiTrademarks Expansion Score is 37/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed June 15, 2026
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Sign in to claimHow is INTEGRATED WEALTH APPROACH filing trademarks, and where is the portfolio expanding?
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 |
|---|---|---|---|---|---|
| 99766062 | INTEGRATED WEALTH APPROACH | Apr 15, 2026 | Registered | 035 Advertising & Business 036 Insurance & Finance 045 Legal & Security Services | Creative Planning, LLC |
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FAQ: INTEGRATED WEALTH APPROACH trademark portfolio
What trademarks does INTEGRATED WEALTH APPROACH hold?
INTEGRATED WEALTH APPROACH holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business), Class 36 (Insurance & Finance), Class 45 (Legal & Security Services). The most recent filings are registered to Creative Planning, LLC.
How many trademarks does INTEGRATED WEALTH APPROACH have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to INTEGRATED WEALTH APPROACH. The brand has been actively filing since April 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does INTEGRATED WEALTH APPROACH file most often?
INTEGRATED WEALTH APPROACH's most active class is NICE Class 35 (Advertising & Business), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the INTEGRATED WEALTH APPROACH trademark?
The most recent filings under the INTEGRATED WEALTH APPROACH mark are registered to Creative Planning, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is INTEGRATED WEALTH APPROACH expanding into new categories?
The current WikiTrademarks Expansion Score for INTEGRATED WEALTH APPROACH is 37 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 INTEGRATED WEALTH APPROACH trademark filings?
Click the Watch Brand button at the top of this page to add INTEGRATED WEALTH APPROACH 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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