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 PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, April 16, 2026. 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
