DELEON WEALTH Trademark

Trademark Overview


On Tuesday, January 14, 2025, a trademark application was filed for DELEON WEALTH with the United States Patent and Trademark Office. The USPTO has given the DELEON WEALTH trademark a serial number of 98958575. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 25, 2025. This trademark is owned by DeLeon Wealth, LLC. The DELEON WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Cash management; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information in the field of financial planning; Providing information in the field of wealth management; Public equity investment management
deleon wealth

General Information


Serial Number98958575
Word MarkDELEON WEALTH
Filing DateTuesday, January 14, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, June 25, 2025
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 ServicesCash management; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information in the field of financial planning; Providing information in the field of wealth management; Public equity investment management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, January 14, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameDeLeon Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressKennewick, WA 99336

Trademark Events


Event DateEvent Description
Tuesday, January 14, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 23, 2025ASSIGNED TO EXAMINER
Wednesday, June 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 25, 2025NON-FINAL ACTION WRITTEN
Wednesday, June 25, 2025NON-FINAL ACTION E-MAILED
Tuesday, January 14, 2025NEW APPLICATION ENTERED