Who owns the WEALTHWISE trademark?

The WEALTHWISE trademark is owned by LOREENG, Inc..

What class is the WEALTHWISE trademark registered in?

The WEALTHWISE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WEALTHWISE?

The USPTO serial number for WEALTHWISE is 86389363.

What is the registration number for WEALTHWISE?

WEALTHWISE is registered under USPTO registration number 4798270.

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Updated Sep 19, 2026·30 searches this week

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WEA

USPTO Trademark Record

REGISTERED

WEALTHWISE

SN 86389363·Reg 4798270·Filed Sep 09, 2014

Owner LOREENG, Inc.

Financial, monetary and banking services; insurance services; real estate services.

WEALTHWISE (Serial No. 86389363), Registration No. 4798270, is a registered US trademark filed on Sep 09, 2014 by LOREENG, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: August 27, 2035

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Mark Intelligence

WEALTHWISE (Reg. #4798270) is a registered US trademark that has been protecting its owner, LOREENG, Inc., since 2014. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 09, 2014

SERIAL

86389363

REG#

4798270

REGISTERED

Aug 25, 2015

Filing Information

StatusREGISTERED

Filing DateSep 09, 2014

Serial Number86389363

Registration No.4798270

Registration DateAug 25, 2015

Status DateNov 05, 2025

Published for OppositionJun 09, 2015

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

International Filings

Madrid Protocol2 filings

This mark has 2 Madrid Protocol filings on record with the USPTO.

1650964

480Jul 23, 2021

1645520

480Jul 26, 2021

Source: USPTO Madrid International Filing Requests

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 10, 2005

First use in commerce: Feb 10, 2005

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

44 events

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Nov 05, 2025

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Nov 05, 2025

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Nov 05, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 03, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 9 RECEIVED

Jul 15, 2025

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 25, 2024

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 10, 2023

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 10, 2023

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 10, 2023

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Feb 10, 2023

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 10, 2023

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 10, 2023

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jan 10, 2021

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jan 09, 2021

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 08, 2021

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Oct 08, 2020

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Aug 25, 2020

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Aug 25, 2015

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Jun 09, 2015

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 09, 2015

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 20, 2015

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

May 04, 2015

LAW OFFICE PUBLICATION REVIEW COMPLETED

EXAMINERS AMENDMENT E-MAILED

May 04, 2015

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

May 04, 2015

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

May 04, 2015

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 04, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

May 04, 2015

EXAMINERS AMENDMENT -WRITTEN

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Mar 17, 2015

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

USE AMENDMENT ACCEPTED

Mar 15, 2015

USE AMENDMENT ACCEPTED

NON-FINAL ACTION WRITTEN

Mar 15, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 15, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 15, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO LIE

Mar 12, 2015

ASSIGNED TO LIE

USE AMENDMENT FILED

Mar 12, 2015

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Mar 12, 2015

AMENDMENT TO USE PROCESSING COMPLETE

TEAS AMENDMENT OF USE RECEIVED

Mar 11, 2015

TEAS AMENDMENT OF USE RECEIVED

TEAS VOLUNTARY AMENDMENT RECEIVED

Mar 04, 2015

TEAS VOLUNTARY AMENDMENT RECEIVED

NON-FINAL ACTION WRITTEN

Dec 21, 2014

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Dec 21, 2014

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 21, 2014

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Dec 19, 2014

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Sep 18, 2014

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 17, 2014

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 12, 2014

NEW APPLICATION ENTERED

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