VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM. Trademark
Trademark Overview
On Tuesday, January 27, 2026, a trademark application was filed for VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM. with the United States Patent and Trademark Office. The USPTO has given the VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM. trademark a serial number of 99616663. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 27, 2026. This trademark is owned by Vistamark Investments LLC. The VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM. trademark is filed in the Insurance & Financial Services category with the following description:
Investment Advice; Estate planning; Tax Management Solutions; Executive Awards; Wealth Preservation and legacy planning; Insurance, banking and risk management solutions; Innovative tools and technology
General Information
| Serial Number | 99616663 |
| Word Mark | VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM. |
| Filing Date | Tuesday, January 27, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, January 27, 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
| Section 2(f) Limitation Statement | VistaWealth is the most important distinction in The VistaWealth Office. |
| Goods and Services | Investment Advice; Estate planning; Tax Management Solutions; Executive Awards; Wealth Preservation and legacy planning; Insurance, banking and risk management solutions; Innovative tools and technology |
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 | Tuesday, January 27, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 1, 2025 |
| First Use In Commerce Date | Tuesday, July 1, 2025 |
Trademark Owner History
| Party Name | Vistamark Investments LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 98 - Unknown |
| Address | Hinsdale, IL 60521 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 27, 2026 | NEW APPLICATION ENTERED |
| Tuesday, January 27, 2026 | APPLICATION FILING RECEIPT MAILED |
