BELLWETHER FAMILY WEALTH Trademark
Trademark Overview
On Thursday, June 11, 2026, a trademark application was filed for BELLWETHER FAMILY WEALTH with the United States Patent and Trademark Office. The USPTO has given the BELLWETHER FAMILY WEALTH trademark a serial number of 99878503. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, June 11, 2026. This trademark is owned by Bellwether Investment Management USA Inc.. The BELLWETHER FAMILY WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial consultancy services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial wealth management services; Investment fund management services; Investment management; Providing financial advisory services
General Information
| Serial Number | 99878503 |
| Word Mark | BELLWETHER FAMILY WEALTH |
| Filing Date | Thursday, June 11, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, June 11, 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 wording "BELLWETHER FAMILY WEALTH" and a design element. The wording "BELLWETHER" appears above the wording "FAMILY WEALTH," with "BELLWETHER" displayed in a larger stylized font. To the right of the wording is a stylized bird depicted in profile facing right, with a raised wing, perched on a branch with leaves. The mark is presented in black and white, and color is not claimed as a feature of the mark. |
| Pseudo Mark | BELLWETHER FAMILY WEALTH |
| Goods and Services | Financial advisory services; Financial consultancy services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial wealth management services; Investment fund management services; Investment management; Providing financial 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 | Thursday, June 11, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Bellwether Investment Management USA Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Oakville, ON L6J 7T5
US |
Trademark Events
| Event Date | Event Description |
| Thursday, June 11, 2026 | NEW APPLICATION ENTERED |
| Thursday, June 11, 2026 | APPLICATION FILING RECEIPT MAILED |
