USPTO trademark

INSIGHT WEALTH SOLUTIONS

RegisteredUSPTOWord and designClass 35Class 36

"INSIGHT WEALTH SOLUTIONS" is a word and design mark owned by Insight Wealth Solutions, LLC, filed at the USPTO on June 2, 2025. It is registered and covers classes 35 and 36.

Get this data via the API
Official USPTO record
INSIGHT WEALTH SOLUTIONS trademark as filed
As filed with the USPTO
Status
Registered
Since March 10, 2026
Filed
June 2, 2025
Registered
March 10, 2026
Expires
Not recorded
Application no.
99213065
Registration no.
8165237
Office
USPTO
United States Patent and Trademark Office
Mark type
Word and design
2 classes
Ownership

Who owns INSIGHT WEALTH SOLUTIONS

The owner and representative on file with the office.

Owner

Insight Wealth Solutions, LLC

Houghton, United States

Representative

Laura M. Konkel

Michael Best & Friedrich LLP

Goods and services

What the mark covers

The products and services INSIGHT WEALTH SOLUTIONS is filed for, grouped by Nice class.

  • Tax planning; Tax consultation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services

  • Financial planning; Financial advice and consultancy services; Financial information and advisory services; Financial wealth management services; Providing information in the field of wealth management; Investment management; Investment consultation; Investment advice; Investment advisory services; Estate planning; Insurance consultation

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Official gazette publication confirmation e-mailed
  4. Published for opposition
  5. Notification of notice of publication e-mailed
  6. Approved for pub - principal register
  7. Teas/email correspondence entered
  8. Correspondence received in law office
  9. Teas response to office action received
  10. Notification of non-final action e-mailed

7 earlier steps on the official record.

FAQ

About INSIGHT WEALTH SOLUTIONS

Who owns the trademark "INSIGHT WEALTH SOLUTIONS"?

The USPTO trademark "INSIGHT WEALTH SOLUTIONS" (application 99213065) is owned by Insight Wealth Solutions, LLC.

What is the status of "INSIGHT WEALTH SOLUTIONS"?

Its status at the USPTO is: registered.

When was "INSIGHT WEALTH SOLUTIONS" registered?

It was registered on March 10, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull INSIGHT WEALTH SOLUTIONS 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_019d2ad4-d3b8-754c-b6d4-ccf852e7128a
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2ad4-d3b8-754c-b6d4-ccf852e7128a",
  "object": "trademark",
  "mark_text": "INSIGHT WEALTH SOLUTIONS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99213065",
  "filing_date": "2025-06-02",
  "nice_classes": [
    35,
    36
  ],
  "owners": [
    {
      "name": "Insight Wealth Solutions, LLC",
      "entity_id": null
    }
  ]
}