TRIAVE WEALTH
Live / Allowed — Approved for publication (as of 28 Aug 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 23 Apr 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99783733
- Mark type
- Stylized text
- Filed
- 23 Apr 2026
- Attorney of record
- Jaclyn Ionin
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial planning for retirement; Insurance brokerage; Insurance brokerage services; Financial advisory and consultancy services; Investment advisory services; Financial administration of retirement plans; Financial retirement plan consulting services; Investment services, namely, asset acquisition, consultation, development and management services; Financial portfolio management; Management of securities portfolios; Financial analysis and research services; Estate planning; Wealth transfer planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing financial information in the field of investments, insurance, and personal finance
Owner
- Borchers Management Holdings LLC, New York, NY, US
Prosecution history
- 28 Aug 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 28 Aug 2026 — ASSIGNED TO EXAMINER
- 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 23 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Apr 2026 — NEW APPLICATION ENTERED