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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, February 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, February 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
| 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 |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
