ASSETTREE Trademark

Trademark Overview


On Wednesday, June 4, 2025, a trademark application was filed for ASSETTREE with the United States Patent and Trademark Office. The USPTO has given the ASSETTREE trademark a serial number of 99217625. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 4, 2025. This trademark is owned by AssetTree, LLC. The ASSETTREE trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real es...
assettree

General Information


Serial Number99217625
Word MarkASSETTREE
Filing DateWednesday, June 4, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, June 4, 2025
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 consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting and advising in the field of mergers and acquisitions; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advisory services; Real estate investment trust advisory services; Family office investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 4, 2025
Primary Code036
First Use Anywhere DateSunday, December 1, 2024
First Use In Commerce DateWednesday, January 1, 2025

Trademark Owner History


Party NameAssetTree, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBelleair Bluffs, FL 33770-1726

Trademark Events


Event DateEvent Description
Wednesday, June 4, 2025NEW APPLICATION ENTERED
Wednesday, June 4, 2025APPLICATION FILING RECEIPT MAILED