BALBOA WEALTH PARTNERS Trademark
Trademark Overview
On Monday, September 15, 2025, a trademark application was filed for BALBOA WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the BALBOA WEALTH PARTNERS trademark a serial number of 99393281. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, January 28, 2026. This trademark is owned by Balboa Wealth Partners, Inc.. The BALBOA WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
General Information
| Serial Number | 99393281 |
| Word Mark | BALBOA WEALTH PARTNERS |
| Filing Date | Monday, September 15, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, January 28, 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 portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth |
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, September 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 30, 2015 |
| First Use In Commerce Date | Sunday, January 31, 2016 |
Trademark Owner History
| Party Name | Balboa Wealth Partners, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newport Beach, CA 92660 |
Trademark Events
| Event Date | Event Description |
| Monday, September 15, 2025 | NEW APPLICATION ENTERED |
| Monday, September 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, September 15, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, January 27, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, January 28, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, January 28, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 28, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
