HOURGLASS WEALTH Trademark
Trademark Overview
On Monday, March 16, 2026, a trademark application was filed for HOURGLASS WEALTH with the United States Patent and Trademark Office. The USPTO has given the HOURGLASS WEALTH trademark a serial number of 99705935. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 16, 2026. This trademark is owned by Excellence is a Habit LLC. The HOURGLASS WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial management; Financial portfolio management; Financial wealth management services; Financial management relating to investments; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Brokerage advisory services relating to insurance; Life insurance brokerage; Providing life insurance information; Financial services in the nature of providing an investment option available for life insurance products; Providing insurance information in the field of life, disability, long-term care, and annuities insurance; Issuance and administration of annuities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Annuity brokerage services; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Prov...

General Information
| Serial Number | 99705935 |
| Word Mark | HOURGLASS WEALTH |
| Filing Date | Monday, March 16, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 16, 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 management; Financial portfolio management; Financial wealth management services; Financial management relating to investments; Insurance brokerage; Insurance brokerage services; Insurance agency and brokerage; Brokerage advisory services relating to insurance; Life insurance brokerage; Providing life insurance information; Financial services in the nature of providing an investment option available for life insurance products; Providing insurance information in the field of life, disability, long-term care, and annuities insurance; Issuance and administration of annuities; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Annuity brokerage services; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial retirement plan consulting services; Insurance brokerage in the field of life insurance, disability insurance, long-term care insurance, and annuities. |
| NOT AVAILABLE | "WEALTH" |
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, March 16, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Excellence is a Habit LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Englewood, CO 80112 US |
Trademark Events
| Event Date | Event Description |
| Monday, March 16, 2026 | NEW APPLICATION ENTERED |
| Monday, March 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 16, 2026 | APPLICATION FILING RECEIPT MAILED |