ISABELLA WEALTH Trademark
Trademark Overview
On Thursday, July 31, 2025, a trademark application was filed for ISABELLA WEALTH with the United States Patent and Trademark Office. The USPTO has given the ISABELLA WEALTH trademark a serial number of 99313743. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, December 31, 2025. This trademark is owned by Isabella Bank. The ISABELLA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Investment consultation; Investment management; Investment advice; Financial services in the nature of providing an investment option available for life insurance products; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing life insurance information; Estate planning; Long-term care insurance underwriting
General Information
| Serial Number | 99313743 |
| Word Mark | ISABELLA WEALTH |
| Filing Date | Thursday, July 31, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, December 31, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 20, 2026 |
Trademark Statements
| Goods and Services | Investment consultation; Investment management; Investment advice; Financial services in the nature of providing an investment option available for life insurance products; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing life insurance information; Estate planning; Long-term care insurance underwriting |
| Description of Mark | The mark consists of a square with a transparent curved line beginning from the bottom left-hand corner, extending to the right side of the square, and gradually decreasing in width. The literal elements "ISABELLA WEALTH" are stacked and positioned to the right of the square in all capital letters. |
| 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 | Thursday, July 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 1, 2020 |
| First Use In Commerce Date | Wednesday, April 1, 2020 |
Trademark Owner History
| Party Name | Isabella Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 42 - NOT AVAILABLE |
| Address | Mt. Pleasant, MI 48858 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 31, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, December 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 9, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, December 16, 2025 | ASSIGNED TO EXAMINER |
| Monday, December 22, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, December 22, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, December 22, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, December 22, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, December 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
