INTEGRATED WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, April 24, 2026, a trademark application was filed for INTEGRATED WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED WEALTH MANAGEMENT trademark a serial number of 99785215. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 24, 2026. This trademark is owned by Vogel Consulting Group, S.C.. The INTEGRATED WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Accounting services
Advice relating to investments
General Information
| Serial Number | 99785215 |
| Word Mark | INTEGRATED WEALTH MANAGEMENT |
| Filing Date | Friday, April 24, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, April 24, 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 | Accounting services |
| Goods and Services | Advice relating to investments |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, April 24, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, May 10, 2013 |
| First Use In Commerce Date | Wednesday, June 12, 2013 |
| 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 | Friday, April 24, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 10, 2013 |
| First Use In Commerce Date | Wednesday, June 12, 2013 |
Trademark Owner History
| Party Name | Vogel Consulting Group, S.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Brookfield, WI 53045
US |
Trademark Events
| Event Date | Event Description |
| Friday, April 24, 2026 | NEW APPLICATION ENTERED |
| Friday, April 24, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 24, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, April 24, 2026 | TEAS REQUEST TO MAKE SPECIAL RECEIVED |
