EP WEALTH ADVISORS, LLC logo

EP WEALTH ADVISORS, LLC

5 Marks
LLC
First Filed:May 3, 2018Latest Filed:Feb 10, 2026Address:21535 Hawthorne Blvd, Torrance, CA 90503

Portfolio Overview

Registered
4(80%)
Pending
1(20%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
5(100%)

TTAB Proceedings

No litigation activity

Top Firms

ALTVIEW LAW GROUP, LLP(Jul 2019)
3
Tredecim LLC(May 2018)
1

Trademark Portfolio

5 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PLAN FOR WHAT'S IMPORTANT
PENDING
Owner:
Serial:99644573
Filed:Feb 10, 2026
Classes:36
Goods & Services
Class 036: Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services
EP WEALTH ADVISORS
EP WEALTH ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:88546971
Filed:Jul 29, 2019
Classes:36
Registration:6111297
Registered:Jul 28, 2020
Goods & Services
financial services, namely, wealth management services, tax and estate planning services, and other financial planning related services; "WEALTH ADVISORS"
EP WEALTH ADVISORS
EP WEALTH ADVISORS
Service Mark
Combined
REGISTERED
Owner:
Serial:88547017
Filed:Jul 29, 2019
Classes:36
Registration:6172577
Registered:Oct 13, 2020
Goods & Services
"WEALTH ADVISORS"
INVEST IN WHAT'S IMPORTANT
REGISTERED
Owner:
Serial:88547055
Filed:Jul 29, 2019
Classes:36
Registration:6279973
Registered:Mar 2, 2021
Goods & Services
Class 036: financial services, namely, providing wealth management, tax and estate planning, and other financial planning related services
GATHER FINANCIAL
GATHER FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:87905386
Filed:May 3, 2018
Classes:36
Registration:6329176
Registered:Apr 20, 2021
Goods & Services
Class 036: Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advice in the fields of retirement; Investment consultancy; Investment consultation in the fields of retirement; On-line financial planning services; Providing financial assessment services to individuals; Providing financial consultation services to individuals; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

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