A W AMPLIUS WEALTH ADVISORS Trademark

Trademark Overview


On Wednesday, April 30, 2025, a trademark application was filed for A W AMPLIUS WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the A W AMPLIUS WEALTH ADVISORS trademark a serial number of 99162989. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 30, 2025. This trademark is owned by Amplius Wealth Advisors, LLC. The A W AMPLIUS WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, and education; investment services, nam...
a w amplius wealth advisors

General Information


Serial Number99162989
Word MarkA W AMPLIUS WEALTH ADVISORS
Filing DateWednesday, April 30, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, April 30, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of stylized writing of an A over top a W resembling a diamond to the left of the word AMPLIUS which is stacked vertically over WEALTH ADVISORS.
Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 30, 2025
Primary Code036
First Use Anywhere DateFriday, February 26, 2021
First Use In Commerce DateFriday, February 26, 2021

Trademark Owner History


Party NameAmplius Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBlue Bell, PA 19422

Trademark Events


Event DateEvent Description
Wednesday, April 30, 2025NEW APPLICATION ENTERED
Wednesday, April 30, 2025APPLICATION FILING RECEIPT MAILED