INSIGHT WEALTH SOLUTIONS Trademark
Trademark Overview
On Monday, June 2, 2025, a trademark application was filed for INSIGHT WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the INSIGHT WEALTH SOLUTIONS trademark a serial number of 99213065. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, December 23, 2025. This trademark is owned by Insight Wealth Solutions, LLC. The INSIGHT WEALTH SOLUTIONS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial planning; Financial advice and consultancy services; Financial information and advisory services; Financial wealth management services; Providing information in the field of wealth management; Investment management; Investment consultation; Investment advice; Investment advisory services; Estate planning; Insurance consultation
Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 99213065 |
| Word Mark | INSIGHT WEALTH SOLUTIONS |
| Filing Date | Monday, June 2, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, December 23, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a leaf design to the left of the word INSIGHT in all capital letters above the words WEALTH SOLUTIONS in all capital letters. There are horizontal lines above INSIGHT and to the left and right of WEALTH SOLUTIONS. |
| NOT AVAILABLE | "WEALTH SOLUTIONS" |
| Goods and Services | Financial planning; Financial advice and consultancy services; Financial information and advisory services; Financial wealth management services; Providing information in the field of wealth management; Investment management; Investment consultation; Investment advice; Investment advisory services; Estate planning; Insurance consultation |
| Goods and Services | Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, June 2, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, August 31, 2023 |
| First Use In Commerce Date | Thursday, August 31, 2023 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, June 2, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 31, 2023 |
| First Use In Commerce Date | Thursday, August 31, 2023 |
Trademark Owner History
| Party Name | Insight Wealth Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houghton, MI 49931 |
Trademark Events
| Event Date | Event Description |
| Monday, June 2, 2025 | NEW APPLICATION ENTERED |
| Monday, June 2, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, October 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 7, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 21, 2025 | ASSIGNED TO EXAMINER |
| Monday, December 22, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, December 22, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, December 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, December 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 23, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
