CASCADE PRIVATE WEALTH Trademark
Trademark Overview
On Monday, February 23, 2026, a trademark application was filed for CASCADE PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the CASCADE PRIVATE WEALTH trademark a serial number of 99665893. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, June 24, 2026. This trademark is owned by R Squared Management LLC. The CASCADE PRIVATE WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial consultancy services; Financial management; Mutual fund advisory services; Providing financial information
Business management advice; Business management consulting
General Information
| Serial Number | 99665893 |
| Word Mark | CASCADE PRIVATE WEALTH |
| Filing Date | Monday, February 23, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, June 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 | Tuesday, July 14, 2026 |
Trademark Statements
| NOT AVAILABLE | "PRIVATE WEALTH" |
| Goods and Services | Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial consultancy services; Financial management; Mutual fund advisory services; Providing financial information |
| Goods and Services | Business management advice; Business management consulting |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 23, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, February 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | R Squared Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pinecrest, FL 33156
US |
Trademark Events
| Event Date | Event Description |
| Monday, February 23, 2026 | NEW APPLICATION ENTERED |
| Monday, February 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 23, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 11, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, June 16, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, June 16, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 16, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 16, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 16, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
