B BETA ASSET MANAGEMENT Trademark
Trademark Overview
On Monday, October 6, 2025, a trademark application was filed for B BETA ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the B BETA ASSET MANAGEMENT trademark a serial number of 99429520. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, February 24, 2026. This trademark is owned by BETA WEALTH GROUP, INC.. The B BETA ASSET MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning, namely, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services.
General Information
| Serial Number | 99429520 |
| Word Mark | B BETA ASSET MANAGEMENT |
| Filing Date | Monday, October 6, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, February 24, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of The mark consists of the stylized wording "BETA ASSET MANAGEMENT" in a custom, modern serif font. The letter "B" in "BETA" is designed with an integrated graphical element, featuring a curved line that forms a container or vessel shape within its negative space. The entire mark is presented in a solid color. |
| Pseudo Mark | BETA BETA ASSET MANAGEMENT |
| Goods and Services | Financial planning, namely, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services. |
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 | Monday, October 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 13, 2016 |
| First Use In Commerce Date | Sunday, March 13, 2016 |
Trademark Owner History
| Party Name | BETA WEALTH GROUP, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92127
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 6, 2025 | NEW APPLICATION ENTERED |
| Monday, October 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, February 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 23, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 24, 2026 | ASSIGNED TO EXAMINER |
