FAMILY WEALTH STRATEGISTS Trademark
Trademark Overview
On Monday, March 9, 2026, 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 99692173. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 9, 2026. This trademark is owned by Family Wealth Strategists, LLC. The FAMILY WEALTH STRATEGISTS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, consultation relating to retirement planning, estate planning coordination services, consultation relating to trust and asset management, tax planning coordination services, and financial decision-making guidance for families and high-net-worth individuals.
General Information
| Serial Number | 99692173 |
| Word Mark | FAMILY WEALTH STRATEGISTS |
| Filing Date | Monday, March 9, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 9, 2026 |
| 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 a stylized circular design formed by segmented curved bands appearing in teal and dark gray with a light gray circular center and a partial break on the right side, positioned above the wording “FAMILY WEALTH STRATEGISTS” in dark gray stylized lettering. The color white represents background, outlining, shading, and/or transparent areas and is not claimed as a feature of the mark. The colors teal, dark gray, and light gray are claimed as a feature of the mark. |
| Goods and Services | Financial advisory and consultancy services, namely, consultation relating to retirement planning, estate planning coordination services, consultation relating to trust and asset management, tax planning coordination services, and financial decision-making guidance for families and high-net-worth individuals. |
| Indication of Colors claimed | The color(s) teal, dark gray, and light gray is/are claimed as a feature of the mark. |
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, March 9, 2026 |
| 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 | Family Wealth Strategists, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 9, 2026 | NEW APPLICATION ENTERED |
| Monday, March 9, 2026 | APPLICATION FILING RECEIPT MAILED |
