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
fundamental wealth management

General Information


Serial Number98896830
Word MarkFUNDAMENTAL WEALTH MANAGEMENT
Filing DateWednesday, December 11, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, June 2, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe 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 ServicesEstate 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 claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 11, 2024
Primary Code036
First Use Anywhere DateThursday, May 16, 2013
First Use In Commerce DateSaturday, June 1, 2013

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressNew York, NY 10023

Trademark Events


Event DateEvent Description
Tuesday, May 20, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, May 20, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 2, 2025NON-FINAL ACTION E-MAILED
Monday, June 2, 2025NON-FINAL ACTION WRITTEN
Monday, June 2, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 29, 2025ASSIGNED TO EXAMINER
Wednesday, December 11, 2024NEW APPLICATION ENTERED