Trademark Overview
On Monday, August 4, 2025, a trademark application was filed for HB WEALTH with the United States Patent and Trademark Office. The USPTO has given the HB WEALTH trademark a serial number of 99318701. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, December 30, 2025. This trademark is owned by HB Wealth Management, LLC. The HB WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Fi...
