HOMEWARD WEALTH Trademark
Trademark Overview
On Monday, November 18, 2024, a trademark application was filed for HOMEWARD WEALTH with the United States Patent and Trademark Office. The USPTO has given the HOMEWARD WEALTH trademark a serial number of 98858378. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, May 6, 2025. The HOMEWARD WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Comprehensive financial planning services tailored to high-net-worth individuals and families. We specialize in creating personalized wealth management strategies that encompass investment planning, estate and legacy planning, tax optimization, charitable giving, and risk management. Our services also include conducting family workshops to facilitate multi-generational wealth transfer and philanthropic endeavors.
General Information
| Serial Number | 98858378 |
| Word Mark | HOMEWARD WEALTH |
| Filing Date | Monday, November 18, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, May 6, 2025 |
| 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 | HOME WARD WEALTH |
| Goods and Services | Comprehensive financial planning services tailored to high-net-worth individuals and families. We specialize in creating personalized wealth management strategies that encompass investment planning, estate and legacy planning, tax optimization, charitable giving, and risk management. Our services also include conducting family workshops to facilitate multi-generational wealth transfer and philanthropic endeavors. |
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 | Monday, November 18, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Delray Beach, FL 33483 |
Trademark Events
| Event Date | Event Description |
| Monday, November 18, 2024 | NEW APPLICATION ENTERED |
| Thursday, April 24, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 6, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, November 18, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
