USPTO trademark

PLANWEALTH

RegisteredUSPTOWord markClass 36

"PLANWEALTH" is a word mark owned by Planwealth LLC, filed at the USPTO on October 21, 2024. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
PLANWEALTH trademark as filed
As filed with the USPTO
Status
Registered
Since January 6, 2026
Filed
October 21, 2024
Registered
January 6, 2026
Expires
Not recorded
Application no.
98812215
Registration no.
8097397
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns PLANWEALTH

The owner and representative on file with the office.

Owner

Planwealth LLC

Chester, United States

Representative

Clifford D. Hyra

Fresh IP PLC

Goods and services

What the mark covers

The products and services PLANWEALTH is filed for, grouped by Nice class.

  • Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services; On-line financial planning services; Providing financial advisory services; Strategic financial advisory services

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-supplemental register
  3. Approved for registration supplemental register
  4. Teas/email correspondence entered
  5. Use amendment accepted
  6. Correspondence received in law office
  7. Teas request for reconsideration received
  8. Amendment to use processing complete
  9. Use amendment filed
  10. Teas amendment of use received

10 earlier steps on the official record.

FAQ

About PLANWEALTH

Who owns the trademark "PLANWEALTH"?

The USPTO trademark "PLANWEALTH" (application 98812215) is owned by Planwealth LLC.

What is the status of "PLANWEALTH"?

Its status at the USPTO is: registered.

When was "PLANWEALTH" registered?

It was registered on January 6, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull PLANWEALTH and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d29fd-12cc-73bb-8996-40c040768e8e
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d29fd-12cc-73bb-8996-40c040768e8e",
  "object": "trademark",
  "mark_text": "PLANWEALTH",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98812215",
  "filing_date": "2024-10-21",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Planwealth LLC",
      "entity_id": null
    }
  ]
}