BAUMAN WEALTH ADVISORS Trademark
Trademark Overview
On Monday, June 9, 2025, a trademark application was filed for BAUMAN WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the BAUMAN WEALTH ADVISORS trademark a serial number of 99223972. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, October 28, 2025. This trademark is owned by Bauman Advisory Group LLC. The BAUMAN WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial management; Financial planning for retirement; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial administration of retirement plans; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Investment advisory services
General Information
| Serial Number | 99223972 |
| Word Mark | BAUMAN WEALTH ADVISORS |
| Filing Date | Monday, June 9, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, October 28, 2025 |
| 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
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Indication of Colors claimed | The color(s) light blue, dark blue, black is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of the word “Bauman” in large, black, stylized font above the words “WEALTH ADVISORS” in smaller, capitalized, black font. To the left of the wording are two overlapping quadrilaterals. The top quadrilateral is a light blue, the bottom one is a dark blue and the overlapping shapes create a layered effect. |
| Goods and Services | Financial planning; Financial management; Financial planning for retirement; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial administration of retirement plans; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Investment advisory 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, June 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 1, 2024 |
| First Use In Commerce Date | Tuesday, October 1, 2024 |
Trademark Owner History
| Party Name | Bauman Advisory Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Las Vegas, NV 89129 |
Trademark Events
| Event Date | Event Description |
| Monday, June 9, 2025 | NEW APPLICATION ENTERED |
| Monday, June 9, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, October 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 14, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 28, 2025 | ASSIGNED TO EXAMINER |
