FAMILY WEALTH ADVANTAGE Trademark

Trademark Overview


On Wednesday, April 23, 2025, a trademark application was filed for FAMILY WEALTH ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH ADVANTAGE trademark a serial number of 99151075. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, December 23, 2025. This trademark is owned by Clarity Wealth Group, LLC. The FAMILY WEALTH ADVANTAGE trademark is filed in the Insurance & Financial Services category with the following description:

Investment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios
family wealth advantage

General Information


Serial Number99151075
Word MarkFAMILY WEALTH ADVANTAGE
Filing DateWednesday, April 23, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 23, 2025

Trademark Statements


NOT AVAILABLE"FAMILY WEALTH"
Goods and ServicesInvestment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 23, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameClarity Wealth Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34110

Party NameClarity Wealth Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34110

Trademark Events


Event DateEvent Description
Wednesday, April 23, 2025NEW APPLICATION ENTERED
Wednesday, April 23, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 23, 2025APPLICATION FILING RECEIPT MAILED
Monday, September 15, 2025ASSIGNED TO EXAMINER
Tuesday, September 16, 2025NON-FINAL ACTION WRITTEN
Tuesday, September 16, 2025NON-FINAL ACTION E-MAILED
Tuesday, September 16, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 20, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 20, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, November 20, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 21, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 17, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 23, 2025PUBLISHED FOR OPPOSITION
Tuesday, December 23, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED