CMT WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, March 13, 2026, a trademark application was filed for CMT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CMT WEALTH MANAGEMENT trademark a serial number of 99701148. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 13, 2026. This trademark is owned by CMT WEALTH MANAGEMENT LLC. The CMT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning for retirement; Investment management; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services.; Providing information in the field of wealth management for individuals, families and business professionals, excluding hedge fund services.; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services.; Providing financial consultation services to clients regarding financial planning, including but not limited to, life insurance strategies, education planning and funding, disability planning, estate planning, and business planning. Services exclude hedge fund services.
General Information
| Serial Number | 99701148 |
| Word Mark | CMT WEALTH MANAGEMENT |
| Filing Date | Friday, March 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 13, 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 wealth management services; Financial planning for retirement; Investment management; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services.; Providing information in the field of wealth management for individuals, families and business professionals, excluding hedge fund services.; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services.; Providing financial consultation services to clients regarding financial planning, including but not limited to, life insurance strategies, education planning and funding, disability planning, estate planning, and business planning. Services exclude hedge fund services. |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Friday, March 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 24, 2023 |
| First Use In Commerce Date | Sunday, September 24, 2023 |
Trademark Owner History
| Party Name | CMT WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Gilbert, AZ 85297
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 13, 2026 | NEW APPLICATION ENTERED |
| Friday, March 13, 2026 | APPLICATION FILING RECEIPT MAILED |
