WEALTHSOURCE 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 June 17, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 86922253 | WEALTHSOURCE | Feb 27, 2016 | Pending | 036 Insurance & Finance | ONEDIGITAL INVESTMENT ADVISORS LLC |
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FAQ: WEALTHSOURCE trademark portfolio
What trademarks does WEALTHSOURCE hold?
WEALTHSOURCE 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 ONEDIGITAL INVESTMENT ADVISORS LLC.
How many trademarks does WEALTHSOURCE have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to WEALTHSOURCE. The brand has been actively filing since February 2016. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does WEALTHSOURCE file most often?
WEALTHSOURCE'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 WEALTHSOURCE trademark?
The most recent filings under the WEALTHSOURCE mark are registered to ONEDIGITAL INVESTMENT ADVISORS LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is WEALTHSOURCE expanding into new categories?
The current WikiTrademarks Expansion Score for WEALTHSOURCE 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 WEALTHSOURCE trademark filings?
Click the Watch Brand button at the top of this page to add WEALTHSOURCE 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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