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 REGISTERED as of Tuesday, December 2, 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
Status700 - REGISTERED
Status DateTuesday, December 2, 2025
Registration Number8047018
Registration DateTuesday, December 2, 2025
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 14, 2025

Trademark Statements


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
Description of MarkThe mark consists of the stylized lower case letters "IWP" next a vertical line on the left-hand side of the design. To the right of the vertical line is the stylized text "FAMILY OFFICE", where "FAMILY" appears directly above "OFFICE".
NOT AVAILABLE"FAMILY OFFICE"
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 Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80206

Party NameIWP Wealth Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80206

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, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 30, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
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
Monday, September 15, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 15, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 15, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 16, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 8, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 14, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 14, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 2, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 2, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED