BETA WEALTH GROUP Trademark
Trademark Overview
On Thursday, January 15, 2026, a trademark application was filed for BETA WEALTH GROUP with the United States Patent and Trademark Office. The USPTO has given the BETA WEALTH GROUP trademark a serial number of 99596485. 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 BETA WEALTH GROUP trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services.
General Information
| Serial Number | 99596485 |
| Word Mark | BETA WEALTH GROUP |
| Filing Date | Thursday, January 15, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, February 24, 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 planning, 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 | Thursday, January 15, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 9, 2009 |
| First Use In Commerce Date | Wednesday, December 9, 2009 |
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 |
| Thursday, January 15, 2026 | NEW APPLICATION ENTERED |
| Thursday, January 15, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 15, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 24, 2026 | ASSIGNED TO EXAMINER |
