VALLUM 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 4/100, 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)
Filing Activity by NICE Class
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99476669 | VALLUM WEALTH MANAGEMENT | Nov 03, 2025 | Pending | 036 Insurance & Finance | REF Financial LLC |
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FAQ: VALLUM WEALTH MANAGEMENT trademark portfolio
What trademarks does VALLUM WEALTH MANAGEMENT hold?
VALLUM 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 REF Financial LLC.
How many trademarks does VALLUM WEALTH MANAGEMENT have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to VALLUM WEALTH MANAGEMENT. The brand has been actively filing since November 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does VALLUM WEALTH MANAGEMENT file most often?
VALLUM 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 VALLUM WEALTH MANAGEMENT trademark?
The most recent filings under the VALLUM WEALTH MANAGEMENT mark are registered to REF Financial LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is VALLUM WEALTH MANAGEMENT expanding into new categories?
The current WikiTrademarks Expansion Score for VALLUM WEALTH MANAGEMENT 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 VALLUM WEALTH MANAGEMENT trademark filings?
Click the Watch Brand button at the top of this page to add VALLUM 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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