TRIAVENUE WEALTH Trademark
Trademark Overview
On Thursday, April 23, 2026, a trademark application was filed for TRIAVENUE WEALTH with the United States Patent and Trademark Office. The USPTO has given the TRIAVENUE WEALTH trademark a serial number of 99783736. 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 TRIAVENUE 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 ...
General Information
| Serial Number | 99783736 |
| Word Mark | TRIAVENUE WEALTH |
| Filing Date | Thursday, April 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 23, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | TRI AVENUE WEALTH |
| Goods and Services | 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 finance |
| NOT AVAILABLE | "WEALTH" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Borchers Management Holdings LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022
US |
Trademark Events
| Event Date | Event Description |
| Thursday, April 23, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, April 23, 2026 | NEW APPLICATION ENTERED |
