YOUR PRIVATE WEALTH PLAN Trademark

Serial Number: 99650513

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 pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

41

Class 41 - Education & Entertainment

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

42

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.

5,432 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

Not Registered

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