INVESTING WELL Trademark

Serial Number: 99564961 • Registration: 8314813

INVESTING WELL is a trademark filed by Five Talents Wealth Management, LLC on December 24, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Owner Contact Info

Five Talents Wealth Management, LLC (2 trademarks)

200 Eagle’s Nest Dr.
Canton, GA 30115

Entity Type: 16

Legal Representation

Attorney of Record

Erica L. Tritt

2,243 trademarks filed View all →

Correspondence Address

Erica L. Tritt The Sladkus Law Group

1397 Carroll Drive

Atlanta, GA 30318

United States

Trademark Details

Filing Date

December 24, 2025

Registration Date

June 23, 2026

First Use Anywhere

May 16, 2007

First Use in Commerce

May 16, 2007

Published for Opposition

May 5, 2026

Goods & Services

Education services, namely, providing classes, seminars, presentations, workshops, mentoring, and tutoring in the field of financial literacy and financial wealth management

Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education