EVERTERN WEALTH Trademark

Trademark Overview


On Friday, April 24, 2026, a trademark application was filed for EVERTERN WEALTH with the United States Patent and Trademark Office. The USPTO has given the EVERTERN WEALTH trademark a serial number of 99785485. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 24, 2026. This trademark is owned by Evertern Wealth, LLC. The EVERTERN WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; trust and estate financial administration and consultation services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising and financial management of retirement plans, endowments, and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by registered investment advisors
evertern wealth

General Information


Serial Number99785485
Word MarkEVERTERN WEALTH
Filing DateFriday, April 24, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, April 24, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Pseudo MarkETERNAL WEALTH
Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; trust and estate financial administration and consultation services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; financial advising and financial management of retirement plans, endowments, and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by registered investment advisors
Description of MarkThe mark consists of a design element that includes three parallel, diagonal lines. Beneath the design, the word “EVERTERN” appears in large characters, with the word “WEALTH” centered below “EVERTERN” in smaller characters.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 24, 2026
Primary Code036
First Use Anywhere DateWednesday, April 1, 2026
First Use In Commerce DateWednesday, April 1, 2026

Trademark Owner History


Party NameEvertern Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34103
US

Trademark Events


Event DateEvent Description
Friday, April 24, 2026NEW APPLICATION ENTERED
Friday, April 24, 2026APPLICATION FILING RECEIPT MAILED