AW Trademark

Trademark Overview


On Wednesday, April 30, 2025, a trademark application was filed for AW with the United States Patent and Trademark Office. The USPTO has given the AW trademark a serial number of 99162994. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, October 2, 2025. This trademark is owned by Amplius Wealth Advisors, LLC. The AW trademark is filed in the Insurance & Financial Services category with the following description:

(Based on Use) 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; investmen...
aw

General Information


Serial Number99162994
Word MarkAW
Filing DateWednesday, April 30, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, October 2, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 21, 2025

Trademark Statements


Description of MarkThe mark consists of stylized writing of "A" and "W" to resemble a diamond.
Goods and Services(Based on Use) 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, namely, cash flow management; debt advisory services (Based on Intent to Use) Financial advisory and consultancy services, namely, exchange traded fund (ETF) investment management 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
Wednesday, September 10, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, September 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 19, 2025ASSIGNED TO EXAMINER
Wednesday, September 24, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, September 24, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, September 24, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, September 24, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 15, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, September 24, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED