YOUR PRIVATE WEALTH PLAN 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 37/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed July 16, 2026
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Sign in to claimHow is YOUR PRIVATE WEALTH PLAN 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 |
|---|---|---|---|---|---|
| 99650513 | YOUR PRIVATE WEALTH PLAN | Feb 12, 2026 | Registered | ["036","041","042"] | Edward J. Bosch, Jr. and Associates, LLC |
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FAQ: YOUR PRIVATE WEALTH PLAN trademark portfolio
What trademarks does YOUR PRIVATE WEALTH PLAN hold?
YOUR PRIVATE WEALTH PLAN holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance), Class 41 (Education & Entertainment), Class 42 (Science & Technology). The most recent filings are registered to Edward J. Bosch, Jr. and Associates, LLC.
How many trademarks does YOUR PRIVATE WEALTH PLAN have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to YOUR PRIVATE WEALTH PLAN. The brand has been actively filing since February 2026. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does YOUR PRIVATE WEALTH PLAN file most often?
YOUR PRIVATE WEALTH PLAN'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 YOUR PRIVATE WEALTH PLAN trademark?
The most recent filings under the YOUR PRIVATE WEALTH PLAN mark are registered to Edward J. Bosch, Jr. and Associates, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is YOUR PRIVATE WEALTH PLAN expanding into new categories?
The current WikiTrademarks Expansion Score for YOUR PRIVATE WEALTH PLAN 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 YOUR PRIVATE WEALTH PLAN trademark filings?
Click the Watch Brand button at the top of this page to add YOUR PRIVATE WEALTH PLAN 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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