Trademark Overview
On Wednesday, October 9, 2024, a trademark application was filed for CURATED WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the CURATED WEALTH PARTNERS trademark a serial number of 98793234. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, March 25, 2025. This trademark is owned by Curated Wealth Partners, LLC. The CURATED WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Wealth management services covering a wide variety of asset classes in both public and private markets including equities, fixed income, hedge funds, direct private equity and real estate as well as private equity and real estate funds; advising on trusts, estates, retirement assets, charitable organizations, investment partnerships and corporations; managing client accounts on both a discretionary and non-discretionary basis, including, but not limited to, mutual funds, exchange traded funds, exchange traded notes, closed end funds, index funds, and alternative investment funds; financial planning; and, business management services
