Trademark Overview
On Thursday, April 23, 2026, a trademark application was filed for TRIAVE WEALTH with the United States Patent and Trademark Office. The USPTO has given the TRIAVE WEALTH trademark a serial number of 99783733. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 23, 2026. This trademark is owned by Borchers Management Holdings LLC. The TRIAVE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Financial planning for retirement; Insurance brokerage; Insurance brokerage services; Financial advisory and consultancy services; Investment advisory services; Financial administration of retirement plans; Financial retirement plan consulting services; Investment services, namely, asset acquisition, consultation, development and management services; Financial portfolio management; Management of securities portfolios; Financial analysis and research services; Estate planning; Wealth transfer planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing financial information in the field of investments, insurance, and personal ...
