WEALTH PRISM
"WEALTH PRISM" is a word mark owned by VSGS Advisory Services Inc., filed at the USPTO on September 25, 2026. It is under examination and covers classes 35, 41 and 42.
- Status
- Under examination
- Since September 25, 2026
- Filed
- September 25, 2026
- Registered
- Not yet
- Priority date
- April 8, 2026
- Claimed from Canada
- Application no.
- 50129777
- Registration no.
- Not yet
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 3 classes
Who owns WEALTH PRISM
The owner and representative on file with the office.
Owner
VSGS Advisory Services Inc.
East York, Canada
Representative
John W. McIlvaine
The Webb Law Firm
What the mark covers
The products and services WEALTH PRISM is filed for, grouped by Nice class.
Consulting services for wealth management professionals, financial advisors, and wealth management firms in the field of client assessment and client profiling; advisory services for wealth management firms relating to the integration of client assessment tools into client engagement, sales, and advisory processes; consulting services relating to the development of client engagement materials, sales materials, and business management processes for financial advisory practices; advisory services for wealth management professionals and firms relating to client segmentation and the use of client assessment results within financial advisory services; consulting services for family offices, family enterprises, and business owners relating to the interpretation and use of client assessment results for financial planning and wealth management; advisory services relating to family governance, values alignment, succession planning, and financial education for family members; consulting services for wealth management firms relating to the development and implementation of client engagement strategies for long-term financial planning; business consultation in the field of financial management
Educational services, namely conducting workshops and training courses in business strategy, marketing and managing client relationships for financial services firms; educational services, namely, providing training for wealth management professionals, financial advisors, life coaches, retirement coaches, career coaches, health and wellness coaches, and executive coaches; providing educational courses, workshops, seminars and webinars in the field of wealth management, financial planning, personal development, health and wellness, and professional coaching; developing and providing educational programs and training materials in the field of wealth management, financial planning, personal development, and professional coaching; providing online nondownloadable training programs, courses, and educational resources in the field of wealth management, financial planning, personal development, and coaching; providing workshops and seminars for financial advisors, wealth management professionals, and coaches in the field of financial planning, personal development, life transitions, and health and wellness; educational services for families and individuals, namely, providing courses and workshops in the field of financial literacy, wealth management, and family governance; providing workshops for business owners and families in the field of family values, wealth management, and succession planning; coaching services in the field of wealth management, financial planning, personal development, and professional practice development; providing training and certification programs in the field of wealth management, financial planning, coaching, and professional development
Software as a service (SaaS) featuring software for use by financial advisors to assess client financial information and provide wealth management and financial planning advice; providing online non-downloadable software for use in evaluating client financial data and generating financial planning reports
What has happened so far
Steps recorded by the USPTO, newest first.
- Application filing receipt mailed
- New application office supplied data entered
- New application entered
About WEALTH PRISM
Who owns the trademark "WEALTH PRISM"?
The USPTO trademark "WEALTH PRISM" (application 50129777) is owned by VSGS Advisory Services Inc.
What is the status of "WEALTH PRISM"?
Its status at the USPTO is: under examination.
Get this data via the API
Everything on this page comes from the Signa API. Pull WEALTH PRISM 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}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_01a0ddd8-179c-77e2-aec0-0ece7b5729b2
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_01a0ddd8-179c-77e2-aec0-0ece7b5729b2",
"object": "trademark",
"mark_text": "WEALTH PRISM",
"status": {
"primary": "pending",
"stage": "examining"
},
"office_code": "US",
"application_number": "50129777",
"filing_date": "2026-09-25",
"nice_classes": [
35,
41,
42
],
"owners": [
{
"name": "VSGS Advisory Services Inc.",
"entity_id": null
}
]
}