FUNDAMENTAL WEALTH MANAGEMENT Trademark
Trademark Overview
On Wednesday, December 11, 2024, a trademark application was filed for FUNDAMENTAL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the FUNDAMENTAL WEALTH MANAGEMENT trademark a serial number of 98896830. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, June 2, 2025. The FUNDAMENTAL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial planning and investment advisory services; Fiscal assessment and evaluation; Investment consultation
General Information
| Serial Number | 98896830 |
| Word Mark | FUNDAMENTAL WEALTH MANAGEMENT |
| Filing Date | Wednesday, December 11, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, June 2, 2025 |
| 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 There are ten obsidian black stones that increase in size from the background to the foreground . between stones nine and 10 is fundamental wealth management logan. |
| Goods and Services | Estate planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial planning and investment advisory services; Fiscal assessment and evaluation; Investment consultation |
| Indication of Colors claimed | Color is not 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 | Wednesday, December 11, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 16, 2013 |
| First Use In Commerce Date | Saturday, June 1, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | New York, NY 10023 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 20, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, May 20, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 2, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, June 2, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, June 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 29, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, December 11, 2024 | NEW APPLICATION ENTERED |
