Trademark Overview
On Friday, August 1, 2025, a trademark application was filed for VISION WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VISION WEALTH MANAGEMENT trademark a serial number of 99315551. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, December 16, 2025. This trademark is owned by Vision Wealth Management Ltd.. The VISION WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
(Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans, namely, savings account services; insurance services, namely, insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management (Based on 44(e))(Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; administration of investment savings acco...
