EDGESTONE PRIVATE WEALTH Trademark
Trademark Overview
On Thursday, April 9, 2026, a trademark application was filed for EDGESTONE PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the EDGESTONE PRIVATE WEALTH trademark a serial number of 99753965. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 9, 2026. The EDGESTONE PRIVATE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advice; Investment consultation; Funds investment; Investment consultancy; Investment brokerage; Investment management; Investment of funds; Capital investment; Financial investment brokerage; Mutual fund investment; Fund investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Public equity investment management; Investment risk assessment services; Pension fund investment management; Private equity fund investment services; Family office investment advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information rega...
General Information
| Serial Number | 99753965 |
| Word Mark | EDGESTONE PRIVATE WEALTH |
| Filing Date | Thursday, April 9, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 9, 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
| Pseudo Mark | EDGESTONE PRIVATE WEALTH |
| NOT AVAILABLE | "Edestone" and "Private " and "Wealth" and "Private Wealth" |
| Goods and Services | Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advice; Investment consultation; Funds investment; Investment consultancy; Investment brokerage; Investment management; Investment of funds; Capital investment; Financial investment brokerage; Mutual fund investment; Fund investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial investment brokerage services; Public equity investment management; Investment risk assessment services; Pension fund investment management; Private equity fund investment services; Family office investment advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for life insurance products |
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, April 9, 2026 |
| 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 | Clinton Township, MI 48038
US |
Trademark Events
| Event Date | Event Description |
| Thursday, April 9, 2026 | NEW APPLICATION ENTERED |
| Thursday, April 9, 2026 | APPLICATION FILING RECEIPT MAILED |
