MCALVANY WEALTH MANAGEMENT Trademark

Trademark Overview


On Wednesday, February 19, 2025, a trademark application was filed for MCALVANY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MCALVANY WEALTH MANAGEMENT trademark a serial number of 99047646. The federal status of this trademark filing is REGISTERED as of Tuesday, December 23, 2025. This trademark is owned by McAlvany Precious Metals LLC. The MCALVANY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial investment advice, financial investment management, financial investment consultation and financial investment of funds for others, namely, private and public equity and debt financial investment services; financial advisory and consultancy services, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public and private equity and debt markets; strategic financial guidance and asset allocation strategies, namely, financial wealth management services designed to help clients optimize their portfolios and achieve long-term financial security; and financial investment analysis, financial risk assessment services, financial portfolio management, and financial retirement income planning
mcalvany wealth management

General Information


Serial Number99047646
Word MarkMCALVANY WEALTH MANAGEMENT
Filing DateWednesday, February 19, 2025
Status700 - REGISTERED
Status DateTuesday, December 23, 2025
Registration Number8074935
Registration DateTuesday, December 23, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 4, 2025

Trademark Statements


NOT AVAILABLE"WEALTH MANAGEMENT"
Goods and ServicesFinancial services, namely, financial investment advice, financial investment management, financial investment consultation and financial investment of funds for others, namely, private and public equity and debt financial investment services; financial advisory and consultancy services, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public and private equity and debt markets; strategic financial guidance and asset allocation strategies, namely, financial wealth management services designed to help clients optimize their portfolios and achieve long-term financial security; and financial investment analysis, financial risk assessment services, financial portfolio management, and financial retirement income planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 19, 2025
Primary Code036
First Use Anywhere DateWednesday, December 21, 2022
First Use In Commerce DateWednesday, December 21, 2022

Trademark Owner History


Party NameMcAlvany Precious Metals LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDurango, CO 81303

Party NameMcAlvany Precious Metals LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDurango, CO 81303

Party NameMcAlvany Precious Metals LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDurango, CO 81303

Trademark Events


Event DateEvent Description
Wednesday, February 19, 2025NEW APPLICATION ENTERED
Wednesday, February 19, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, July 16, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 24, 2025ASSIGNED TO EXAMINER
Thursday, July 31, 2025NON-FINAL ACTION WRITTEN
Thursday, July 31, 2025NON-FINAL ACTION E-MAILED
Thursday, July 31, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 2, 2025EXAMINERS AMENDMENT -WRITTEN
Thursday, October 2, 2025EXAMINERS AMENDMENT E-MAILED
Thursday, October 2, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 3, 2025ASSIGNED TO LIE
Friday, October 3, 2025EXAMINER'S AMENDMENT ENTERED
Monday, October 6, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 29, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 4, 2025PUBLISHED FOR OPPOSITION
Tuesday, November 4, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 23, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 23, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED