CURATED WEALTH PARTNERS Trademark

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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, October 9, 2024. 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
curated wealth partners

General Information


Serial Number98793234
Word MarkCURATED WEALTH PARTNERS
Filing DateWednesday, October 9, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, October 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesWealth 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
NOT AVAILABLE"Wealth Partners"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 9, 2024
Primary Code036
First Use Anywhere DateWednesday, September 12, 2018
First Use In Commerce DateWednesday, September 12, 2018

Trademark Owner History


Party NameCurated Wealth Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEl Segundo, CA 90245

Trademark Events


Event DateEvent Description
Wednesday, October 9, 2024NEW APPLICATION ENTERED
Wednesday, October 9, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED