YOUR PRIVATE WEALTH PLAN Trademark

Serial Number: 99650513 • Registration: 8490534

YOUR PRIVATE WEALTH PLAN is a trademark filed by Edward J. Bosch, Jr. and Associates, LLC on February 12, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific). 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

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Edward J. Bosch, Jr. and Associates, LLC (4 trademarks)

541 Buttermilk Pike, Suite 305
Crescent Springs, KY 41017

Entity Type: 16

Legal Representation

Attorney of Record

Trevor A. Caudle, Esq.

6,252 trademarks filed View all →

Correspondence Address

Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC

350 Bay Street, #100-363

San Francisco, CA 94133

United States

Trademark Details

Filing Date

February 12, 2026

Registration Date

October 6, 2026

First Use Anywhere

June 2, 2026

First Use in Commerce

June 2, 2026

Goods & Services

Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management

Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires; Providing temporary use of on-line non-downloadable software for use as a wealth management client portal

Life coaching services in the field of wealth management