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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Section 8/9 declaration window

August 27, 2035

3219 days remaining

WEA

WEALTHWISE

REGISTERED

Serial: 86389363
Reg: 4798270
Filed: Sep 09, 2014
Owner: LOREENG, Inc.

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

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

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.

Status History

44 events

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

Nov 05, 2025

Code 89AG

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Nov 05, 2025

Code RNL1

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

Nov 05, 2025

Code NA89

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 03, 2025

Code APRE

TEAS SECTION 8 & 9 RECEIVED

Jul 15, 2025

Code E89R

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

Aug 25, 2024

Code REM2

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 10, 2023

Code COAR

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

Feb 10, 2023

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 10, 2023

Code ARAA

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Feb 10, 2023

Code EWAF

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 10, 2023

Code TCCA

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 10, 2023

Code CHAN

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

Jan 10, 2021

Code NA85

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

Jan 09, 2021

Code C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 08, 2021

Code APRE

TEAS SECTION 8 & 15 RECEIVED

Oct 08, 2020

Code E815

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

Aug 25, 2020

Code REM1

REGISTERED-PRINCIPAL REGISTER

Aug 25, 2015

Code R.PR

PUBLISHED FOR OPPOSITION

Jun 09, 2015

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 09, 2015

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 20, 2015

Code NONP

LAW OFFICE PUBLICATION REVIEW COMPLETED

May 04, 2015

Code PREV

EXAMINERS AMENDMENT E-MAILED

May 04, 2015

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

May 04, 2015

Code GNEN

EXAMINER'S AMENDMENT ENTERED

May 04, 2015

Code XAEC

APPROVED FOR PUB - PRINCIPAL REGISTER

May 04, 2015

Code CNSA

EXAMINERS AMENDMENT -WRITTEN

May 04, 2015

Code CNEA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Mar 17, 2015

Code AAUA

USE AMENDMENT ACCEPTED

Mar 15, 2015

Code IUAA

NON-FINAL ACTION WRITTEN

Mar 15, 2015

Code CNRT

NON-FINAL ACTION E-MAILED

Mar 15, 2015

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 15, 2015

Code GNRN

ASSIGNED TO LIE

Mar 12, 2015

Code ALIE

USE AMENDMENT FILED

Mar 12, 2015

Code IUAF

AMENDMENT TO USE PROCESSING COMPLETE

Mar 12, 2015

Code AUPC

TEAS AMENDMENT OF USE RECEIVED

Mar 11, 2015

Code EAAU

TEAS VOLUNTARY AMENDMENT RECEIVED

Mar 04, 2015

Code PARI

NON-FINAL ACTION WRITTEN

Dec 21, 2014

Code CNRT

NON-FINAL ACTION E-MAILED

Dec 21, 2014

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 21, 2014

Code GNRN

ASSIGNED TO EXAMINER

Dec 19, 2014

Code DOCK

NOTICE OF PSEUDO MARK E-MAILED

Sep 18, 2014

Code MPMK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 17, 2014

Code NWOS

NEW APPLICATION ENTERED

Sep 12, 2014

Code NWAP

WEALTHWISE

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