WEALTHSELECT Trademark

Trademark Overview


On Wednesday, July 16, 2025, a trademark application was filed for WEALTHSELECT with the United States Patent and Trademark Office. The USPTO has given the WEALTHSELECT trademark a serial number of 99286459. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, December 24, 2025. This trademark is owned by Wealthvest Marketing, Inc.. The WEALTHSELECT trademark is filed in the Insurance & Financial Services category with the following description:

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration
wealthselect

General Information


Serial Number99286459
Word MarkWEALTHSELECT
Filing DateWednesday, July 16, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateWednesday, December 24, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 13, 2026

Trademark Statements


Pseudo MarkWEALTH SELECT
Goods and ServicesUnderwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 16, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWEALTHVEST LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBOZEMAN, MT 59715

Party NameWealthvest Marketing, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBozeman, MT 59715

Trademark Events


Event DateEvent Description
Wednesday, July 16, 2025NEW APPLICATION ENTERED
Wednesday, July 16, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, October 1, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, November 20, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 3, 2025ASSIGNED TO EXAMINER
Thursday, December 11, 2025NON-FINAL ACTION WRITTEN
Thursday, December 11, 2025NON-FINAL ACTION E-MAILED
Thursday, December 11, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 12, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 12, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 12, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 15, 2025APPROVED FOR PUB - PRINCIPAL REGISTER