BETA ASSET MANAGEMENT Trademark
Trademark Overview
On Monday, October 6, 2025, a trademark application was filed for BETA ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the BETA ASSET MANAGEMENT trademark a serial number of 99429520. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, October 6, 2025. This trademark is owned by BETA WEALTH GROUP, INC.. The 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 | BETA ASSET MANAGEMENT |
| Filing Date | Monday, October 6, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, October 6, 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
| 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. |
| 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. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
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 |
Trademark Events
| Event Date | Event Description |
| Monday, October 6, 2025 | NEW APPLICATION ENTERED |
| Monday, October 6, 2025 | APPLICATION FILING RECEIPT MAILED |
