FAMILY WEALTH STRATEGISTS Trademark
Trademark Overview
On Friday, June 27, 2025, a trademark application was filed for FAMILY WEALTH STRATEGISTS with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH STRATEGISTS trademark a serial number of 99257714. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, June 27, 2025. The FAMILY WEALTH STRATEGISTS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning, namely, “Financial planning and investment advisory services; providing personalized financial guidance to individuals and families aligned with their values, legacy goals, and long-term wealth strategies; fiduciary wealth management services with a focus on multigenerational planning and life-purpose alignment.”
General Information
| Serial Number | 99257714 |
| Word Mark | FAMILY WEALTH STRATEGISTS |
| Filing Date | Friday, June 27, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, June 27, 2025 |
| 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
| Goods and Services | Financial planning, namely, “Financial planning and investment advisory services; providing personalized financial guidance to individuals and families aligned with their values, legacy goals, and long-term wealth strategies; fiduciary wealth management services with a focus on multigenerational planning and life-purpose alignment.” |
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 | Friday, June 27, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 10, 2025 |
| First Use In Commerce Date | Thursday, May 8, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Newport Beach, CA 92663 |
Trademark Events
| Event Date | Event Description |
| Friday, June 27, 2025 | NEW APPLICATION ENTERED |
| Friday, June 27, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, June 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
