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 PUBLISHED FOR OPPOSITION as of Tuesday, January 20, 2026. 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
insight wealth solutions

General Information


Serial Number99213065
Word MarkINSIGHT WEALTH SOLUTIONS
Filing DateMonday, June 2, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, January 20, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 20, 2026

Trademark Statements


Description of MarkThe 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 ServicesFinancial 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 ServicesTax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 2, 2025
Primary Code035
First Use Anywhere DateThursday, August 31, 2023
First Use In Commerce DateThursday, August 31, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 2, 2025
Primary Code036
First Use Anywhere DateThursday, August 31, 2023
First Use In Commerce DateThursday, August 31, 2023

Trademark Owner History


Party NameInsight Wealth Solutions, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHoughton, MI 49931

Party NameInsight Wealth Solutions, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHoughton, MI 49931

Trademark Events


Event DateEvent Description
Monday, June 2, 2025NEW APPLICATION ENTERED
Monday, June 2, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, October 7, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 7, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, October 21, 2025ASSIGNED TO EXAMINER
Monday, December 22, 2025NON-FINAL ACTION WRITTEN
Monday, December 22, 2025NON-FINAL ACTION E-MAILED
Monday, December 22, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 22, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 22, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 22, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 23, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 14, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 20, 2026PUBLISHED FOR OPPOSITION
Tuesday, January 20, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED