WEALTHVEST LLC

13 Marks

LLC

First Filed:Aug 7, 2009Latest Filed:Jul 16, 2025Address:2485 MANLEY ROAD, SUITE A, BOZEMAN, MT 59715, US

Portfolio Overview

Registered

11(85%)

Pending

2(15%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

6(46%)

Class 33

Wines and Spirits

4(31%)

Class 30

Staple Foods

2(15%)

TTAB Proceedings

No litigation activity

Top Firms

ANTOINETTE M. TEASE, P.L.L.C...(Jul 2025)

Trademark Portfolio

13 results

(current & previous marks)

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Current13

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Status

Registered11

Pending2

Cancelled0

Abandoned0

Expired0

Mark Type

Word9

Stylized0

Design4

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Class 302

Class 334

Class 351

Class 366

Class 412

WEALTHSELECT

Service Mark

Word

ITU

PENDING

Owner:

Serial:99286459

Filed:Jul 16, 2025

Classes:36

Goods & Services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

WEALTHBONUS

Service Mark

Word

ITU

PENDING

Owner:

Serial:97855179

Filed:Mar 24, 2023

Classes:36

Goods & Services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

QUARTERLOCK

Service Mark

Word

REGISTERED

Owner:

Serial:97464310

Filed:Jun 17, 2022

Classes:36

Registration:7311554

Registered:Feb 20, 2024

Goods & Services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

WEALTHSECURE

Service Mark

Word

REGISTERED

Owner:

Serial:90896391

Filed:Aug 23, 2021

Classes:36

Registration:7170564

Registered:Sep 19, 2023

Goods & Services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

90822881

Trademark

Design

REGISTERED

Owner:

Serial:90822881

Filed:Jul 12, 2021

Classes:30

Registration:7671808

Registered:Jan 28, 2025

Goods & Services

Caramels

90822874

Trademark

Design

REGISTERED

Owner:

Serial:90822874

Filed:Jul 12, 2021

Classes:33

Registration:7671807

Registered:Jan 28, 2025

Goods & Services

Bourbon

90980185

Trademark

Design

REGISTERED

Owner:

Serial:90980185

Filed:Jul 12, 2021

Classes:33

Registration:7151817

Registered:Aug 29, 2023

Goods & Services

Vodka

BISON & BEAR

Trademark

Word

REGISTERED

Owner:

Serial:90788881

Filed:Jun 22, 2021

Classes:30, 33

Registration:7671802

Registered:Jan 28, 2025

Goods & Services

Caramels; Honey; Tea; Bourbon

BISON & BEAR

Trademark

Word

REGISTERED

Owner:

Serial:90980186

Filed:Jun 22, 2021

Classes:33

Registration:7151818

Registered:Aug 29, 2023

Goods & Services

Vodka

WEALTHLOCK

Service Mark

Word

REGISTERED

Owner:

Serial:88777038

Filed:Jan 29, 2020

Classes:36

Registration:6859942

Registered:Sep 27, 2022

Goods & Services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

88466726

Service Mark

Design

REGISTERED

Owner:

Serial:88466726

Filed:Jun 10, 2019

Classes:41

Registration:6148702

Registered:Sep 8, 2020

Goods & Services

Entertainment services, namely, providing podcasts in the field of financial markets and analysis

WEALTHVEST: THE WEEKLY BULL & BEAR

Service Mark

Word

REGISTERED

Owner:

Serial:88465433

Filed:Jun 9, 2019

Classes:41

Registration:6148697

Registered:Sep 8, 2020

Goods & Services

Entertainment services, namely, providing podcasts in the field of financial markets and analysis

WEALTHVEST

Service Mark

Word

REGISTERED

Owner:

Serial:77799585

Filed:Aug 7, 2009

Classes:35, 36

Registration:3861863

Registered:Oct 12, 2010

Goods & Services

Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products | Guaranteed rate financial investment brokerage; fixed and variable life insurance brokerage; issuance and administration of fixed and variable annuities

WEALTHVEST LLC

Portfolio Overview

Top Classes

TTAB Proceedings

Top Firms

Trademark Portfolio

13 results

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