Wealthcharts, LLC logo

Wealthcharts, LLC

3 Marks
LLC
First Filed:May 15, 2020Latest Filed:Jul 11, 2025Address:507 Broad Street Suite 17, Lake Geneva, WI 53147

Portfolio Overview

Registered
1(33%)
Pending
2(67%)

Top Classes

Class 42
Software, IT Services & Scientific Research
3(100%)
Class 36
Insurance, Financial Services & Real Estate
1(33%)
Class 41
Education and Entertainment
1(33%)

TTAB Proceedings

No litigation activity

Top Firms

Amundsen Davis, LLC(Jul 2025)
2
Smith Amundsen LLC(May 2020)
1

Trademark Portfolio

3 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
WEALTHTRACKER
WEALTHTRACKER
Service Mark
Word
PENDING
Owner:
Serial:99279410
Filed:Jul 11, 2025
Classes:42
Goods & Services
Providing a web-based application featuring technology that enables users to analyze their investment practices and performance and compare them with the investment practices and performances of others to help users identify areas of potential improvement.
WEALTHCHARTS
WEALTHCHARTS
Service Mark
Word
PENDING
Owner:
Serial:99173191
Filed:May 7, 2025
Classes:36, 41, 42
Goods & Services
Providing on-line newsletters in the field of finance and investing; Training services in the field of investing; Education services, namely, providing in person, on-line and video classes, seminars, conferences in the fields of investing; Providing information in the field of finance; Providing information regarding financial investment strategies for unusual activities in investment markets; Providing on-line news in the field of finance; Providing financial information via a web site; Providing a website featuring technology that enables users to conduct on-line research and obtain information about investments
WEALTHCHARTS
WEALTHCHARTS
Service Mark
Word
REGISTERED
Owner:
Serial:88918591
Filed:May 15, 2020
Classes:42
Registration:6578172
Registered:Nov 30, 2021
Goods & Services
Providing information in the field of finance and investments in the nature of providing algorithms to investors that identify unusual activities in investment markets; providing on-line news in the field of finance and investments; providing links to websites allowing investors to make their own self-directed trades online | Providing an on-line newsletter in the field of finance and investing; educational services, namely, in person, on-line and video classes, seminars, conferences in the field of investing; training services in the field of investing | Providing a website featuring technology that enables investors to conduct on-line research and obtain information about investments

Cookie Preferences

We use cookies (including Google Analytics) to improve our site and understand how visitors use it.