APPLIED WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, April 17, 2026, a trademark application was filed for APPLIED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the APPLIED WEALTH MANAGEMENT trademark a serial number of 99771370. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 17, 2026. The APPLIED WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement; Financial planning; Financial wealth management services; Estate planning; Financial risk management; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning
General Information
| Serial Number | 99771370 |
| Word Mark | APPLIED WEALTH MANAGEMENT |
| Filing Date | Friday, April 17, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, April 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning for retirement; Financial planning; Financial wealth management services; Estate planning; Financial risk management; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning |
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 | Friday, April 17, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 1, 2021 |
| First Use In Commerce Date | Tuesday, June 1, 2021 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bakersfield, CA 93309
US |
Trademark Events
| Event Date | Event Description |
| Friday, April 17, 2026 | NEW APPLICATION ENTERED |
| Friday, April 17, 2026 | APPLICATION FILING RECEIPT MAILED |
