WEALTH C&R PARTNERS
LIVE

Serial Number

50055728

Owner

WEALTHWISE GROUP, LLC

Attorney

Mark D. Miller

Filing Date

Aug 17, 2026

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WEALTH C&R PARTNERS Trademark

Serial Number: 50055728

WEALTH C&R PARTNERS is a trademark filed by WEALTHWISE GROUP, LLC on August 17, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

WEALTHWISE GROUP, LLC

1930 West Street
Redding, CA 96001

Entity Type: 16

Trademark Details

Filing Date

August 17, 2026

Registration Date

Not Registered

Goods & Services

Financial planning and investment advisory services; Financial planning, namely, customized f inancial plans via financial planning software involving distribution strategies, probabilities of success for retirement, specific client goals, savings and distribution schedules, list of net worth, assets and liabilities; Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Filing History

APPLICATION FILING RECEIPT MAILED
Aug 17, 2026 MAFR
NEW APPLICATION ENTERED
Aug 17, 2026 NWAP