EDGEWATER WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, May 5, 2025, a trademark application was filed for EDGEWATER WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the EDGEWATER WEALTH MANAGEMENT trademark a serial number of 99170583. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, September 23, 2025. This trademark is owned by Bogey Enterprises, LLC. The EDGEWATER WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial consulting; Investment advice; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial asset management; Investment advisory services; Financial planning for retirement; Estate planning
General Information
| Serial Number | 99170583 |
| Word Mark | EDGEWATER WEALTH MANAGEMENT |
| Filing Date | Monday, May 5, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, September 23, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the word EDGEWATER in all capital letters centered directly above the words WEALTH MANAGEMENT in a smaller font, also in capital letters. Two horizontal lines extend out from the center of the left side of the word WEALTH and the right side of the word MANAGEMENT. A drawing of a bridge sits directly to the left of the words EDGEWATER WEALTH MANAGEMENT. The base of the bridge is comprised of a large half-circle; its arc is broken by one leg of a rectangular-shaped support structure. Another leg of the support structure passes behind the arch, and the two beams connect in a straight line at the top. A line sloped at a 45-degree angle is drawn from the left 1/3 of the circle to the top of the bridge, and a symmetrical line is drawn on the right side 1/3 of the circle. |
| Goods and Services | Financial planning; Financial consulting; Investment advice; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial asset management; Investment advisory services; Financial planning for retirement; Estate planning |
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 | Monday, May 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, July 1, 2022 |
| First Use In Commerce Date | Friday, July 1, 2022 |
Trademark Owner History
| Party Name | Bogey Enterprises, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Tacoma, WA 98403 |
Trademark Events
| Event Date | Event Description |
| Monday, May 5, 2025 | NEW APPLICATION ENTERED |
| Friday, September 12, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 12, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 23, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 23, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 22, 2025 | ASSIGNED TO EXAMINER |
| Monday, May 5, 2025 | APPLICATION FILING RECEIPT MAILED |
