Trademark Overview
On Tuesday, March 3, 2026, a trademark application was filed for KCA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the KCA WEALTH MANAGEMENT trademark a serial number of 99680512. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 3, 2026. This trademark is owned by KCA Wealth Management LLC. The KCA WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business management consulting; Business strategic planning services; Business succession planning; Business advisory services; Business risk management consultation; Business advisory services in the field of exit option evaluation, pre-sale preparation, business optimization prior to sale, post-transaction financial transition planning, liquidity event planning; Business acquisition and merger consultation; Providing business continuity consulting; Tax planning
Financial administration of retirement plans; Financial planning; Financial wealth management services; Financial asset management in the field of retirement savings plans and income, real estate, trusts and estates; Investment consultation; Financial retirement plan consulting services; Annuity brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial risk management consultation; Insurance agency and brokerage; Estate planning; Real estate investment consultancy; Real estate investment trust advisory services
