WEALTHCHARTS Trademark
Trademark Overview
On Wednesday, May 7, 2025, a trademark application was filed for WEALTHCHARTS with the United States Patent and Trademark Office. The USPTO has given the WEALTHCHARTS trademark a serial number of 99173191. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, June 4, 2026. This trademark is owned by Wealthcharts, LLC. The WEALTHCHARTS trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Providing on-line newsletters in the field of finance and investing; Training services in the field of investing; Education services, namely, providing in person, on-line and video classes, seminars, conferences in the fields of investing
Providing a website featuring technology that enables users to conduct on-line research and obtain information about investments
Providing information in the field of finance; Providing information regarding financial investment strategies for unusual activities in investment markets; Providing on-line news in the field of finance; Providing financial information via a web site
General Information
| Serial Number | 99173191 |
| Word Mark | WEALTHCHARTS |
| Filing Date | Wednesday, May 7, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, June 4, 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
| Goods and Services | Providing on-line newsletters in the field of finance and investing; Training services in the field of investing; Education services, namely, providing in person, on-line and video classes, seminars, conferences in the fields of investing |
| Goods and Services | Providing a website featuring technology that enables users to conduct on-line research and obtain information about investments |
| Pseudo Mark | WEALTH CHARTS |
| Goods and Services | Providing information in the field of finance; Providing information regarding financial investment strategies for unusual activities in investment markets; Providing on-line news in the field of finance; Providing financial information via a web site |
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 | Wednesday, May 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 20, 2020 |
| First Use In Commerce Date | Monday, January 20, 2020 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 7, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, January 20, 2020 |
| First Use In Commerce Date | Monday, January 20, 2020 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 7, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, January 20, 2020 |
| First Use In Commerce Date | Monday, January 20, 2020 |
Trademark Owner History
| Party Name | Wealthcharts, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lake Geneva, WI 53147
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 7, 2025 | NEW APPLICATION ENTERED |
| Wednesday, May 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, September 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 23, 2025 | ASSIGNED TO EXAMINER |
| Friday, September 26, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, September 26, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, September 26, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 15, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, December 15, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, March 24, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 24, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 24, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 5, 2026 | ASSIGNED TO EXAMINER |
| Thursday, June 4, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, June 4, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, June 4, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
