Bogart Wealth, LLC logo

Bogart Wealth, LLC

5 Marks
LLC
First Filed:Feb 25, 2022Latest Filed:Nov 7, 2025Address:2010 Corporate Ridge, McLean, VA 22102, US

Portfolio Overview

Registered
2(40%)
Pending
3(60%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
4(80%)
Class 35
Advertising, Business Services & Retail
3(60%)
Class 41
Education and Entertainment
2(40%)

TTAB Proceedings

No litigation activity

Top Firms

Dunlap Bennett & Ludwig PLLC(Nov 2025)
5

Trademark Portfolio

5 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE BOGART EFFECT: A WEALTHY WISDOM PODCAST
Owner:
Serial:99485949
Filed:Nov 7, 2025
Classes:9, 41
Goods & Services
Class 009: Downloadable podcasts in the field of personal finance; Class 041: Entertainment services, namely, providing podcasts in the field of personal finance; Entertainment services, namely, providing video podcasts in the field of personal finance
THE WAY FORWARD FRAMEWORK
THE WAY FORWARD FRAMEWORK
Service Mark
Word
ITU
PENDING
Owner:
Serial:99485946
Filed:Nov 7, 2025
Classes:35, 36
Goods & Services
Class 035: Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Class 036: Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy
THINKING FORWARD JOURNEY
THINKING FORWARD JOURNEY
Service Mark
Word
ITU
PENDING
Owner:
Serial:99485948
Filed:Nov 7, 2025
Classes:35, 36
Goods & Services
Class 035: Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Class 036: Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy
ADVISOR GROWTH TRACK
ADVISOR GROWTH TRACK
Service Mark
Word
REGISTERED
Owner:
Serial:97337039
Filed:Mar 29, 2022
Classes:36, 41
Registration:7508434
Registered:Sep 17, 2024
Goods & Services
Class 036: Financial planning and investment advisory services in the nature of Registered Investment Advisor services; Class 041: Business training in the field of financial advisor and Registered Investment Advisor services; educational services, namely, providing classes and workshops in the Registered Investment Advisor profession
BW BOGART WEALTH
BW BOGART WEALTH
Service Mark
Combined
REGISTERED
Owner:
Serial:97285271
Filed:Feb 25, 2022
Classes:35, 36
Registration:7103600
Registered:Jul 11, 2023
Goods & Services
Class 035: Tax consulting services, namely, tax planning, optimization and strategizing; tax preparation; Class 036: Investment advisory services, namely, RegisteredInvestment Advisor (RIA) services; investment management; Financial retirement planning; estate planning; cash flow financial planning; multi-generational financial planning; Financial retirement planning, namely, Roth conversion analysis; Financial planning, namely, Social Security optimization; financial analysis; Financial consulting, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy in the nature of insurance review

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