Trademark Overview
On Wednesday, December 24, 2025, a trademark application was filed for INVESTING WELL with the United States Patent and Trademark Office. The USPTO has given the INVESTING WELL trademark a serial number of 99564961. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, December 24, 2025. This trademark is owned by Five Talents Wealth Management, LLC. The INVESTING WELL trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Education services, namely, providing classes, seminars, presentations, workshops, mentoring, and tutoring in the field of financial literacy and financial wealth management
Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education
