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The International trademark WEALTHWISE was filed as Word mark on 07/26/2021 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1645520 |
| Countries | 
|
| Base trademark |
No. ,
October 25, 2024
|
| Application date | July 26, 2021 |
| Expiration date | July 26, 2031 |
Trademark owner
9070 Irvine Center Drive, #230
Irvine CA 92618
US
Irvine CA 92618
US
Trademark representatives
2040 Main Street,
14th Floor
US
goods and services
09
Audio books, downloadable e-books, podcasts, webcasts,
webinars, MP3 files, and audio and video recordings in the
fields of financial planning, finances, market trends,
wealth management, budgeting, retirement, estate planning,
life insurance, disability insurance, long term care,
investments, economics, current affairs, news, world affairs
and international relations; downloadable podcasts in the
fields of financial planning, finances, market trends,
wealth management, budgeting, retirement, estate planning,
life insurance, disability insurance, long term care,
investments, economics, current affairs, news, world affairs
and international relations
16
Series of books in the fields of financial planning,
finances, market trends, wealth management, budgeting,
retirement, estate planning, life insurance, disability
insurance, long term care, investments, economics, current
affairs, news, world affairs and international relations;
written articles in the fields of financial planning,
finances, market trends, wealth management, budgeting,
retirement, estate planning, life insurance, disability
insurance, long term care, investments, economics, current
affairs, news, world affairs and international relations;
printed materials, namely, newsletters, brochures,
instructional materials, outlines, workbooks, and worksheets
in the fields of financial planning, finances, market
trends, wealth management, budgeting, retirement, estate
planning, life insurance, disability insurance, long term
care, investments, economics, current affairs, news, world
affairs and international relations
36
Financial planning; providing financial and investment
advice, personalized wealth management strategies, and
insurance consultation to individuals and businesses
relating to general finances, retirement, estates, college
tuition, investment management, life insurance, annuities,
and long term health care; financial analysis and research
services; financial consulting services, including expert
analysis in finance; financial information and advisory
services; financial portfolio analysis services; financial
research and information services; strategic and tactical
financial advisory services; insurance and financial
information and consultancy services; estate trust
management; estate planning; financial asset management;
financial retirement plan consulting services; financial
asset management for others relating to retirement plans;
financial retirement plan advisory consulting
41
Entertainment services, namely, production of podcasts in
the fields of financial planning, finances, market trends,
wealth management, budgeting, retirement, estate planning,
life insurance, disability insurance, long term care,
investments, economics, current affairs, news, world affairs
and international relations; entertainment services, namely,
a continuing news show broadcast over radio, internet,
television, satellite, audio, and video media; providing
non-downloadable videos in the fields of financial planning,
finances, market trends, wealth management, budgeting,
retirement, estate planning, life insurance, disability
insurance, long term care, investments, economics, current
affairs, news, world affairs and international relations via
a website; entertainment services, namely, providing an
ongoing radio program in the fields of financial planning,
finances, market trends, wealth management, budgeting,
retirement, estate planning, life insurance, disability
insurance, long term care, investments, economics, current
affairs, news, world affairs and international relations;
production of podcasts; publication of on-line diaries
(blogs) on the Internet and providing non-downloadable
publications in the nature of articles in the fields of
financial planning, finances, market trends, wealth
management, budgeting, retirement, estate planning, life
insurance, disability insurance, long term care,
investments, economics, current affairs, news, world affairs
and international relations
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| May 24, 2023 | 2023/21 Gaz | SG | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| September 20, 2022 | 2022/47 Gaz | SG | Rejection |
| July 26, 2021 | 2022/5 Gaz | US | Registration |
ID: 141645520