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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, September 10, 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 | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Wednesday, September 10, 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 | NOT AVAILABLE |
Trademark Statements
| 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. |
| Pseudo Mark | FIVE DIMENSIONS OF RETIREMENT WEALTH DESIGN |
| Goods and Services | financial planning, investment advisory and wealth planning services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RETIREMENT" or "WEALTH DESIGN" |
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 | 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 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 10, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Tuesday, March 11, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 11, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
