USPTO trademark

GEOWEALTH

RegisteredUSPTOWord and designClass 35Class 36Class 42

"GEOWEALTH" is a word and design mark owned by GeoWealth, LLC, filed at the USPTO on May 3, 2024. It is registered and covers classes 35, 36 and 42.

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Data current as of May 13, 2025Official USPTO record

As filed with the USPTO

Status: Registered; Since May 13, 2025
Filed: May 3, 2024
Registered: May 13, 2025
Expires: Not recorded
Application no.: 98532849
Registration no.: 7790806
Office: USPTO; United States Patent and Trademark Office
Mark type: Word and design; 3 classes

Ownership

Who owns GEOWEALTH

The owner and representative on file with the office.

Owner

GeoWealth, LLC

Chicago, United States

Representative

Jaclyne D. Wallace

Foley & Lardner LLP

Goods and services

What the mark covers

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

35Class 35 · Advertising and Business
Business consulting services related to business management for financial advisors; Preparation of reports relating to investments for business or commercial purposes; Administration, billing, reconciliation, aggregation and rebalancing of accounts on behalf of others.
36Class 36 · Insurance and Financial
Securities trading and capital investment services for others; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of financial investments, and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment portfolio analysis services; Vetting and provision of information relating to model investment portfolios; Securities trading and investing services for others via the internet; Investment portfolio management; Financial risk management consultation; Investment risk assessment services; Preparing financial reports for others for investment purposes; providing a website featuring information, news and commentary in the field of financial investments; advisory, information and consultancy services relating to investment and financial services provided on-line from a computer database or via the Internet or extranets.
42Class 42 · Computer and Scientific Services
Providing temporary use of non-downloadable computer software for providing an electronic asset management platform; providing temporary use of non-downloadable computer software for modeling, tracking, creating, issuing, analyzing, rebalancing and evaluating data in investment portfolios and the financial and investment industries; Platform as a Service (PaaS) services featuring computer software platforms that allows users to analyze, research, select and create investment portfolios; Software as a service (SAAS) services featuring software that allows users to submit trade requests, raise cash, invest cash, or liquidate a portfolio; Providing temporary use of non-downloadable computer software for investment risk assessment and asset allocation, investment proposals and summary statistics; Providing temporary use of non-downloadable computer software for managing contacts, tasks, emails, events, opportunities, and log notes; Providing temporary use of non-downloadable computer software for designing custom performance, portfolio, and transaction reports, and custom workflow requests; Providing temporary use of non-downloadable computer software for viewing aggregated and reconciled reports on financial accounts, uploading billing statements, and tax loss harvesting and tax transition services.

History

What has happened so far

Steps recorded by the USPTO, newest first.

May 13, 2025Notice of registration confirmation emailed
May 13, 2025Registered-principal register
March 25, 2025Official gazette publication confirmation e-mailed
March 25, 2025Published for opposition
March 19, 2025Notification of notice of publication e-mailed
February 26, 2025Approved for pub - principal register
February 25, 2025Teas/email correspondence entered
February 25, 2025Correspondence received in law office
February 25, 2025Teas response to office action received
November 27, 2024Notification of non-final action e-mailed

6 earlier steps on the official record.

FAQ

About GEOWEALTH

Who owns the trademark "GEOWEALTH"?

The USPTO trademark "GEOWEALTH" (application 98532849) is owned by GeoWealth, LLC.

What is the status of "GEOWEALTH"?

Its status at the USPTO is: registered.

When was "GEOWEALTH" registered?

It was registered on May 13, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull GEOWEALTH 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 key View docs

GET /v1/trademarks/{id}

ID=tm_019d2cdd-2597-710a-b5c9-f5fffceac772
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"

Response

{
  "id": "tm_019d2cdd-2597-710a-b5c9-f5fffceac772",
  "object": "trademark",
  "mark_text": "GEOWEALTH",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98532849",
  "filing_date": "2024-05-03",
  "nice_classes": [
    35,
    36,
    42
  ],
  "owners": [
    {
      "name": "GeoWealth, LLC",
      "entity_id": null
    }
  ]
}