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 NON-FINAL ACTION - MAILED as of Thursday, July 16, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, July 16, 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 |
| Tuesday, July 7, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 7, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 9, 2026 | ASSIGNED TO EXAMINER |
| Thursday, July 16, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, July 16, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, July 16, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
