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 FIRST EXTENSION - GRANTED as of Monday, February 23, 2026. 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 Number98861396
Word MarkWEALTH+
Filing DateTuesday, November 19, 2024
Status730 - FIRST EXTENSION - GRANTED
Status DateMonday, February 23, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 15, 2025

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services
Pseudo MarkWEALTH PLUS
Goods and ServicesBusiness 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 Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 19, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 19, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameInvesti Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressDover, DE 19901
US

Party NameInvesti Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDover, DE 19901
US

Trademark Events


Event DateEvent Description
Tuesday, November 19, 2024NEW APPLICATION ENTERED
Friday, May 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 13, 2025ASSIGNED TO EXAMINER
Tuesday, May 13, 2025NON-FINAL ACTION WRITTEN
Tuesday, May 13, 2025NON-FINAL ACTION E-MAILED
Tuesday, May 13, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 12, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 12, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 12, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 13, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 9, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 15, 2025PUBLISHED FOR OPPOSITION
Tuesday, July 15, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 9, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, February 12, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 12, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 12, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 12, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, February 23, 2026SOU TEAS EXTENSION RECEIVED
Monday, February 23, 2026SOU EXTENSION 1 FILED
Monday, February 23, 2026SOU EXTENSION 1 GRANTED
Monday, February 23, 2026NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED