TREK LINE WEALTH Trademark

Trademark Overview


On Wednesday, June 10, 2026, a trademark application was filed for TREK LINE WEALTH with the United States Patent and Trademark Office. The USPTO has given the TREK LINE WEALTH trademark a serial number of 99876905. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 10, 2026. This trademark is owned by Trek Line Wealth, LLC. The TREK LINE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial management; Financial asset management; Financial risk management; Financial portfolio management; Financial wealth management services; Financial management for businesses; Financial risk management consultation; Financial management via the Internet; Financial management relating to investments; Financial services, namely, wealth management services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and t...
trek line wealth

General Information


Serial Number99876905
Word MarkTREK LINE WEALTH
Filing DateWednesday, June 10, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, June 10, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial management; Financial asset management; Financial risk management; Financial portfolio management; Financial wealth management services; Financial management for businesses; Financial risk management consultation; Financial management via the Internet; Financial management relating to investments; Financial services, namely, wealth management services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Family office services in the nature of financial wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial portfolio analysis services; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning and investment advisory services; On-line financial planning services; Financial retirement plan consulting services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organisations; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advisory services; Financial services, namely, investment fund transfer and transaction services; Investment management; Investment fund management services; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds for others; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Fiduciary services, namely, fiduciary representative services; Financial investment brokerage services; Providing information in the field of finance; Providing information in the field of personal finance; Providing information in the field of finance via a website; Providing information in the field of personal finance via a website; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial consultancy; Financial consultancy services; Financial advice and consultancy services; Insurance and financial information and consultancy services; Financial consultation; Financial consulting; Financial planning consultation; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy in the field of planned donations for non-profit and charitable organisations; Credit and financial consultation; Financial analysis and consultation; Capital investment; Capital investment services; Equity capital investment; Capital investment consulting; Capital investment consultancy; Brokerage services for capital investments; Securities brokerage services; Stock brokerage services; Bonds brokerage services; Business finance brokerage services; Financial securities brokerage services; Brokerage services for bonds; Securities brokerage and trading services; Brokerage services for stocks and bonds; Financial research and equity research brokerage services; Brokerage services in the field of securities and commodities investing; Securities brokerage; Financial securities brokerage; Securities and commodities brokerage; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Security brokerage; Stocks and bonds brokerage; Stock exchange quotations; Stock exchange price quotations
NOT AVAILABLE"Wealth"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 10, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameTrek Line Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHorseshoe Bend, ID 83629
US

Trademark Events


Event DateEvent Description
Wednesday, June 10, 2026NEW APPLICATION ENTERED
Wednesday, June 10, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 10, 2026APPLICATION FILING RECEIPT MAILED