INTELLIGENT 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 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed August 14, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 88371507 | INTELLIGENT WEALTH MANAGEMENT | Apr 04, 2019 | Pending | 036 Insurance & Finance | CRESSET ADMINISTRATIVE SERVICES CORPORATION |
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FAQ: INTELLIGENT WEALTH MANAGEMENT trademark portfolio
What trademarks does INTELLIGENT WEALTH MANAGEMENT hold?
INTELLIGENT 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 CRESSET ADMINISTRATIVE SERVICES CORPORATION.
How many trademarks does INTELLIGENT WEALTH MANAGEMENT have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to INTELLIGENT WEALTH MANAGEMENT. The brand has been actively filing since April 2019. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does INTELLIGENT WEALTH MANAGEMENT file most often?
INTELLIGENT 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 INTELLIGENT WEALTH MANAGEMENT trademark?
The most recent filings under the INTELLIGENT WEALTH MANAGEMENT mark are registered to CRESSET ADMINISTRATIVE SERVICES CORPORATION. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is INTELLIGENT WEALTH MANAGEMENT expanding into new categories?
The current WikiTrademarks Expansion Score for INTELLIGENT WEALTH MANAGEMENT is 1 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 INTELLIGENT WEALTH MANAGEMENT trademark filings?
Click the Watch Brand button at the top of this page to add INTELLIGENT 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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