WEALTH BEYOND MATH
Summary of public USPTO data
- Owner
- Wealth Beyond Math LLC
- Status
- Live/Registered
- Serial number
- 98593500
- Registration number
- 8296940
- Filing date
- 2024-06-10
- Registration date
- 2026-06-09
- International classes
- 36, 41
Goods and services
Class 36
- Advisory services relating to credit and debit control, investment, grants and financing of loans
- Financial planning
- Financial planning consultation
- Financial planning for retirement
- Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
- Financial planning, namely, the creation of personalized strategies to achieve financial independence
- Financial planning, namely, creating personalized strategies for achieving financial independence
- Financial risk management
- Financial risk management consultation
- Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities
- Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services
- Financial services, namely, credit repair and restoration
- Financial services, namely, debt settlement
- Financial services, namely, gold trading
- Financial services, namely, investment fund transfer and transaction services
- Financial services, namely, money lending
- Financial services, namely, mortgage refinancing
- Financial services, namely, real estate note brokerage
- Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products
- Financial services, namely, wealth management services
- Financial trust administration
- Financial administration of employee pension plans
- Financial administration of investment portfolios
- Financial advice and consultancy services
- Financial advice, namely, budget planning
- Financial advisory services
- Financial advisory and consultancy services
- Financial advisory and consultancy services relating to micro credits, micro finance and energy products
- Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
- Financial advisory and consultancy services, namely, wealth management
- Financial affairs and monetary affairs, namely, financial information, management and analysis services
- Financial analysis and research services
- Financial calculation services for others, namely, royalty calculation
- Financial consultancy services
- Financial consultancy services in the area of healthcare
- Financial consulting services, namely, expert analysis in finance
- Financial consulting services in the field of planned giving for non-profit and charitable organizations
- Financial due diligence services in the field of real estate
- Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments
- Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities
- Financial information and advisory services
- Financial management of employee pension plans
- Financial portfolio analysis services
- Financial research and equity research brokerage services
- Financial research and information services
- Financial restructuring services
- Financial retirement plan consulting services
- Financial risk assessment services
- Financial securities exchange services
- Financial services, namely, mortgage planning
- Financial trust planning
- Investment management
- Investment of funds for others
- Investment services, namely, asset acquisition, consultation, development and management services
- Investment advisory services
- Investment banking services
- Investment banking services in the field of Employee Stock Ownership Plans (ESOP)
- Investment management services in the field of acquiring joint ventures
- Investment risk assessment services
- Management of portfolios comprising securities
- Management of portfolios of transferable securities
- Management of a capital investment fund
- Management of securities portfolios
- Mutual fund investment
- Mutual funds and capital investment
- Trust management accounts
- Trust services, namely, investment and trust company services
- Brokerage services for capital investments
- Brokerage services in the field of securities and commodities investing
- Capital investment services
- Charitable fundraising services for promoting research, education and other activities relating to wealth management and financial independence
- Estate trust management
- Estate trust planning
- Financial asset management
- Financial investment services, namely, administering the issuance, underwriting and distribution of securities
- Financial investment brokerage services
- Financial management in the field of investment portfolios
- Financial portfolio management
- Financial services in the nature of an investment security
- Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
- Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
- Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network
- Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network
- Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
- Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities
- Financial trust operations
79 more items in the USPTO record.