1792 Wealth Advisors, LLC logo

1792 Wealth Advisors, LLC

2 Marks
LLC
First Filed:May 3, 2018Latest Filed:Oct 21, 2025Address:360 Mount Kemble Ave, 3rd Floor, Morristown, NJ 07960, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
2(100%)
Class 41
Education and Entertainment
1(50%)

TTAB Proceedings

No litigation activity

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Filed
Registered
Last Activity
1792
1792
Service Mark
Word
PENDING
Owner:
Serial:99454073
Filed:Oct 21, 2025
Classes:36, 41
Description: Class 36: Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial information provided by electronic means; Financial information provided by electronic means in the field of personal finance and capital market consulting; Providing information in the field of personal finance; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advice in the fields of wealth management; Investment of funds; Investment of funds for others in the fields of personal finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts; Financial consultancy and insurance consultancy; Providing information in the field of personal finance via a website; Investment of funds for charitable purposes; Mutual funds and capital investment; Providing information in the field of wealth management; Financial information provided by electronic means in the field of private lending and commercial lending; Financial services, namely, microfinance lending services; Lending consultant services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, money lending; Merchant banking and investment banking services; Banking services; Providing banking information; Investment banking services; Providing a website featuring information in the field of banking; Insurance consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Commodity investment advice; Mutual fund investment
Class 41: Coaching in the field of finances; Providing a web site featuring non-downloadable instructional videos in the field of finance; Leadership development training in the field of finance; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives
1792 WEALTH ADVISORS
1792 WEALTH ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:87905634
Filed:May 3, 2018
Classes:36
Registration:5642104
Registered:Jan 1, 2019
Description: Banking consultation; Banking and financing services; Credit and financial consultation; Estate planning; Estate trust planning; Financial consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means in the field of personal finance and capital market consulting; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment advice in the fields of personal finance and capital market consulting; Investment advisory services; Investment management in the fields of personal finance and capital market consulting; Investment of funds; Investment of funds for others in the fields of personal finance; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust management accounts; "WEALTH ADVISORS"