LUMINA WEALTH ADVISORS Trademark
Trademark Overview
On Monday, May 18, 2026, a trademark application was filed for LUMINA WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the LUMINA WEALTH ADVISORS trademark a serial number of 99830270. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 18, 2026. This trademark is owned by Lumina Wealth Advisors, LLC. The LUMINA WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99830270 |
| Word Mark | LUMINA WEALTH ADVISORS |
| Filing Date | Monday, May 18, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, May 18, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a hexagon containing a depiction of a mountain peak with a circle behind it. To the right of the hexagon is the wording "LUMINA" positioned above the wording "WEALTH ADVISORS". |
| Pseudo Mark | LUMINA WEALTH ADVISERS |
| Goods and Services | Financial planning and investment advisory services |
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 | Monday, May 18, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 1, 2025 |
| First Use In Commerce Date | Friday, January 2, 2026 |
Trademark Owner History
| Party Name | Lumina Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Park City, UT 84098
US |
Trademark Events
| Event Date | Event Description |
| Monday, May 18, 2026 | NEW APPLICATION ENTERED |
| Monday, May 18, 2026 | APPLICATION FILING RECEIPT MAILED |
