ALTARA WEALTH Trademark

Trademark Overview

On Wednesday, August 27, 2025, a trademark application was filed for ALTARA WEALTH with the United States Patent and Trademark Office. The USPTO has given the ALTARA WEALTH trademark a serial number of 99360160. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, January 20, 2026. This trademark is owned by BOSTON WEALTH STRATEGIES INC.. The ALTARA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services; Financial wealth management services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
altara wealth

General Information

Serial Number99360160
Word MarkALTARA WEALTH
Filing DateWednesday, August 27, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, January 20, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, wealth management services; Financial wealth management services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment 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, August 27, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameBOSTON WEALTH STRATEGIES INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNeedham, MA 02494

Trademark Events

Event DateEvent Description
Wednesday, August 27, 2025NEW APPLICATION ENTERED
Wednesday, August 27, 2025APPLICATION FILING RECEIPT MAILED
Thursday, January 15, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 16, 2026ASSIGNED TO EXAMINER
Tuesday, January 20, 2026NON-FINAL ACTION WRITTEN
Tuesday, January 20, 2026NON-FINAL ACTION E-MAILED
Tuesday, January 20, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

wealth altara investment services financial management namely public private debt including