WEALTHVEST LLC logo

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

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

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Trademark Portfolio

13 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
WEALTHSELECT
WEALTHSELECT
Service Mark
Word
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
WEALTHBONUS
Service Mark
Word
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
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
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
90822881
Trademark
Design
REGISTERED
Owner:
Serial:90822881
Filed:Jul 12, 2021
Classes:30
Registration:7671808
Registered:Jan 28, 2025
Goods & Services
Caramels
90822874
90822874
Trademark
Design
REGISTERED
Owner:
Serial:90822874
Filed:Jul 12, 2021
Classes:33
Registration:7671807
Registered:Jan 28, 2025
Goods & Services
Bourbon
90980185
90980185
Trademark
Design
REGISTERED
Owner:
Serial:90980185
Filed:Jul 12, 2021
Classes:33
Registration:7151817
Registered:Aug 29, 2023
Goods & Services
Vodka
BISON & BEAR
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
BISON & BEAR
Trademark
Word
REGISTERED
Owner:
Serial:90980186
Filed:Jun 22, 2021
Classes:33
Registration:7151818
Registered:Aug 29, 2023
Goods & Services
Vodka
WEALTHLOCK
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
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
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
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