CUSTOM WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, January 23, 2026, a trademark application was filed for CUSTOM WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the CUSTOM WEALTH MANAGEMENT trademark a serial number of 99611154. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, January 23, 2026. This trademark is owned by Custom Wealth Management, LLC. The CUSTOM WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Providing temporary use of on-line non-downloadable software for retirement planning
Financial planning and investment advisory services; Financial advisory services; Financial wealth management services; On-line financial planning services
General Information
| Serial Number | 99611154 |
| Word Mark | CUSTOM WEALTH MANAGEMENT |
| Filing Date | Friday, January 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, January 23, 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 | Providing temporary use of on-line non-downloadable software for retirement planning |
| Goods and Services | Financial planning and investment advisory services; Financial advisory services; Financial wealth management services; On-line financial planning services |
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, January 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 23, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Custom Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Plymouth, MI 48170 |
Trademark Events
| Event Date | Event Description |
| Friday, January 23, 2026 | NEW APPLICATION ENTERED |
| Friday, January 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 23, 2026 | APPLICATION FILING RECEIPT MAILED |
