COLVIAN WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, December 4, 2025, a trademark application was filed for COLVIAN WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the COLVIAN WEALTH MANAGEMENT trademark a serial number of 99529251. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, December 4, 2025. The COLVIAN WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial advice relating to retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial wealth management services; Financial services, namely, wealth management services; Investment consultancy; Investment advice; Investment management; Investment advisory services; Financial investment analysis and stock research; Advice relating to investments
General Information
| Serial Number | 99529251 |
| Word Mark | COLVIAN WEALTH MANAGEMENT |
| Filing Date | Thursday, December 4, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, December 4, 2025 |
| 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
| NOT AVAILABLE | "Wealth Management" |
| Goods and Services | Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial advice relating to retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial wealth management services; Financial services, namely, wealth management services; Investment consultancy; Investment advice; Investment management; Investment advisory services; Financial investment analysis and stock research; Advice relating to investments |
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, December 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Albany, NY 12211 |
Trademark Events
| Event Date | Event Description |
| Thursday, December 4, 2025 | NEW APPLICATION ENTERED |
| Thursday, December 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
