Quotient Wealth Partners, LLC logo

Quotient Wealth Partners, LLC

5 Marks
LLC
First Filed:Nov 3, 2023Latest Filed:Jan 7, 2026Address:5430 LBJ Freeway, Dallas, TX 75240

Portfolio Overview

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

Top Classes

Class 35
Advertising, Business Services & Retail
5(100%)
Class 36
Insurance, Financial Services & Real Estate
4(80%)

TTAB Proceedings

No litigation activity

Top Firms

McCoy Russell LLP(Jan 2026)
5

Trademark Portfolio

5 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
WEALTH36Q°
WEALTH36Q°
Service Mark
Word
ITU
PENDING
Owner:
Serial:99582628
Filed:Jan 7, 2026
Classes:35, 36
Goods & Services
Class 035: Tax preparation; Tax consultation; Tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance; Class 036: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
QUOTIENT WEALTH PARTNERS
QUOTIENT WEALTH PARTNERS
Service Mark
Word
PENDING
Owner:
Serial:98905737
Filed:Dec 16, 2024
Classes:35, 36
Goods & Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; Financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services; "WEALTH PARTNERS"
OPTIMIZE YOUR MONEY'S POTENTIAL
OPTIMIZE YOUR MONEY'S POTENTIAL
Service Mark
Word
REGISTERED
Owner:
Serial:98618345
Filed:Jun 25, 2024
Classes:35, 36
Registration:8015483
Registered:Nov 4, 2025
Goods & Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services
QUOTIENT WEALTH PARTNERS
QUOTIENT WEALTH PARTNERS
Service Mark
Combined
REGISTERED
Owner:
Serial:98343714
Filed:Jan 5, 2024
Classes:35
Registration:7595926
Registered:Dec 10, 2024
Goods & Services
"WEALTH PARTNERS"
R²Q
R²Q
Service Mark
Stylized
REGISTERED
Owner:
Serial:98254774
Filed:Nov 3, 2023
Classes:35, 36
Registration:7941209
Registered:Sep 9, 2025
Goods & Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services; Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance

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