PURPOSE-BASED PLANNING holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 41 (Education & Entertainment) 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 June 16, 2026
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Sign in to claimHow is PURPOSE-BASED PLANNING filing trademarks, and where is the portfolio expanding?
Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
No activity recorded yet.
Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 86197143 | PURPOSE-BASED PLANNING | Feb 18, 2014 | Pending | 041 Education & Entertainment | AssetMark, Inc. |
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FAQ: PURPOSE-BASED PLANNING trademark portfolio
What trademarks does PURPOSE-BASED PLANNING hold?
PURPOSE-BASED PLANNING holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 41 (Education & Entertainment). The most recent filings are registered to AssetMark, Inc..
How many trademarks does PURPOSE-BASED PLANNING have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to PURPOSE-BASED PLANNING. The brand has been actively filing since February 2014. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does PURPOSE-BASED PLANNING file most often?
PURPOSE-BASED PLANNING's most active class is NICE Class 41 (Education & Entertainment), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the PURPOSE-BASED PLANNING trademark?
The most recent filings under the PURPOSE-BASED PLANNING mark are registered to AssetMark, Inc.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is PURPOSE-BASED PLANNING expanding into new categories?
The current WikiTrademarks Expansion Score for PURPOSE-BASED PLANNING 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 PURPOSE-BASED PLANNING trademark filings?
Click the Watch Brand button at the top of this page to add PURPOSE-BASED PLANNING 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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