5 DIMENSIONS OF RETIREMENT WEALTH DESIGN Trademark
Trademark Overview
On Monday, August 26, 2024, a trademark application was filed for 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN with the United States Patent and Trademark Office. The USPTO has given the 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN trademark a serial number of 98716968. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, November 4, 2025. This trademark is owned by Boomfish Wealth Group, LLC. The 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN trademark is filed in the Insurance & Financial Services category with the following description:
financial planning, investment advisory and wealth planning services
General Information
| Serial Number | 98716968 |
| Word Mark | 5 DIMENSIONS OF RETIREMENT WEALTH DESIGN |
| Filing Date | Monday, August 26, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, November 4, 2025 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT" or "WEALTH DESIGN" |
| Pseudo Mark | FIVE DIMENSIONS OF RETIREMENT WEALTH DESIGN |
| Description of Mark | The mark consists of the stylized number "5" to the left of the words "DIMENSIONS OF" on a first line, the word "RETIREMENT" on a second line, and the words "WEALTH DESIGN" on a third line with all words being justified and of varying stylized fonts. |
| Goods and Services | financial planning, investment advisory and wealth planning services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 31, 2023 |
| First Use In Commerce Date | Tuesday, January 31, 2023 |
Trademark Owner History
| Party Name | Boomfish Wealth Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Alpharetta, GA 30004 |
| Party Name | Boomfish Wealth Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Alpharetta, GA 30004 |
Trademark Events
| Event Date | Event Description |
| Monday, August 26, 2024 | NEW APPLICATION ENTERED |
| Monday, March 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 11, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 11, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 11, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, June 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, September 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 10, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 1, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
