FORTA WEALTH PARTNERS Trademark
Trademark Overview
On Thursday, February 12, 2026, a trademark application was filed for FORTA WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the FORTA WEALTH PARTNERS trademark a serial number of 99650310. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, June 12, 2026. This trademark is owned by Forta Wealth Partners SPV, LLC. The FORTA WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services
General Information
| Serial Number | 99650310 |
| Word Mark | FORTA WEALTH PARTNERS |
| Filing Date | Thursday, February 12, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, June 12, 2026 |
| 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
| Pseudo Mark | FORTE WEALTH PARTNERS |
| Goods and Services | Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services |
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 | Thursday, February 12, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 27, 2026 |
| First Use In Commerce Date | Tuesday, January 27, 2026 |
Trademark Owner History
| Party Name | Forta Wealth Partners SPV, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Indianapolis, IN 46240
US |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 12, 2026 | ASSIGNED TO EXAMINER |
| Friday, June 12, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, June 12, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, June 12, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
