WEALTH+ Trademark
Trademark Overview
On Tuesday, November 19, 2024, a trademark application was filed for WEALTH+ with the United States Patent and Trademark Office. The USPTO has given the WEALTH+ trademark a serial number of 98861396. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, June 26, 2025. This trademark is owned by Investi Holdings, Inc.. The WEALTH+ trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services
Business services, namely, providing investment advisory and consultancy services and business technology consulting to investors and service providers for setting up and managing investments
General Information
| Serial Number | 98861396 |
| Word Mark | WEALTH+ |
| Filing Date | Tuesday, November 19, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, June 26, 2025 |
| 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 | Tuesday, July 15, 2025 |
Trademark Statements
| Pseudo Mark | WEALTH PLUS |
| Goods and Services | Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services |
| Goods and Services | Business services, namely, providing investment advisory and consultancy services and business technology consulting to investors and service providers for setting up and managing investments |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 19, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, November 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Investi Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dover, DE 19901 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 19, 2024 | NEW APPLICATION ENTERED |
| Friday, May 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 13, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 13, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 13, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 13, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, June 12, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 12, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 12, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 13, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
