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The International trademark WEALTHWISE was filed as Word mark on 07/23/2021 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1650964 |
| Countries | 
|
| Base trademark |
No. ,
October 25, 2024
|
| Application date | July 23, 2021 |
| Expiration date | July 23, 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;
retirement plan consulting (term considered too vague by the
International Bureau - Rule 13 (2) (b) of the Regulations);
retirement plan asset management (term considered too vague
by the International Bureau - Rule 13 (2) (b) of the
Regulations); financial retirement plan advisory consulting
41
Entertainment services, namely, providing 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 (term considered too vague by
the International Bureau - Rule 13 (2) (b) of the
Regulations); entertainment services, namely, a continuing
news show broadcast over radio, internet, television,
satellite, audio, and video media; providing a website
featuring 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 (term considered too vague by the
International Bureau - Rule 13 (2) (b) of the Regulations);
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; providing a website featuring blogs and
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 (term considered too vague by
the International Bureau - Rule 13 (2) (b) of the
Regulations)
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| August 3, 2022 | 2022/31 Gaz | EM | Rejection |
| June 15, 2022 | 2022/24 Gaz | GB | Rejection |
| July 23, 2021 | 2022/9 Gaz | US | Registration |
ID: 141650964