IWP FAMILY OFFICE Trademark

Trademark Overview

On Wednesday, January 29, 2025, a trademark application was filed for IWP FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the IWP FAMILY OFFICE trademark a serial number of 99022542. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, July 15, 2025. This trademark is owned by IWP Wealth Management LLC. The IWP FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial advisory and consultancy services; Financial services, namely, wealth management services; Bill payment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Bookkeeping; Business consulting services in the field of family office operations and service
iwp family office

General Information

Serial Number99022542
Word MarkIWP FAMILY OFFICE
Filing DateWednesday, January 29, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, July 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of The lower case letters "iwp" next a vertical line next to the upper case letters "FAMILY OFFICE" where "FAMILY" is above "OFFICE".
Goods and ServicesFinancial advisory and consultancy services; Financial services, namely, wealth management services; Bill payment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Goods and ServicesBookkeeping; Business consulting services in the field of family office operations and service

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 29, 2025
Primary Code035
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 29, 2025
Primary Code036
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016

Trademark Owner History

Party NameIWP Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80206

Trademark Events

Event DateEvent Description
Wednesday, January 29, 2025NEW APPLICATION ENTERED
Wednesday, January 29, 2025APPLICATION FILING RECEIPT MAILED
Monday, June 30, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, June 30, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 9, 2025ASSIGNED TO EXAMINER
Tuesday, July 15, 2025NON-FINAL ACTION WRITTEN
Tuesday, July 15, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 15, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

office family services investment financial management namely equity business bookkeeping debt consulting