ELEVATION WEALTH ADVISORS Trademark
Trademark Overview
On Wednesday, August 27, 2025, a trademark application was filed for ELEVATION WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ELEVATION WEALTH ADVISORS trademark a serial number of 99361780. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, January 20, 2026. This trademark is owned by Leda Financial Corp DBA Elevation Wealth Advisors. The ELEVATION WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial services, namely, wealth management services; Financial advice on retirement; Financial advice relating to retirement; Financial planning for retirement; Financial portfolio management; Providing information in the field of wealth management
General Information
| Serial Number | 99361780 |
| Word Mark | ELEVATION WEALTH ADVISORS |
| Filing Date | Wednesday, August 27, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, January 20, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Goods and Services | Financial wealth management services; Financial services, namely, wealth management services; Financial advice on retirement; Financial advice relating to retirement; Financial planning for retirement; Financial portfolio management; Providing information in the field of wealth management |
| Description of Mark | The mark consists of The outline of a "W" with curved edges, where the center is filled in. The words Elevation Wealth Advisors appear below. |
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 | Wednesday, August 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 28, 2025 |
| First Use In Commerce Date | Friday, March 28, 2025 |
Trademark Owner History
| Party Name | Leda Financial Corp DBA Elevation Wealth Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | LOS ANGELES, CA 90034 |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 27, 2025 | NEW APPLICATION ENTERED |
| Wednesday, August 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 20, 2026 | ASSIGNED TO EXAMINER |
