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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, February 19, 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public equity and debt markets. The company offers strategic financial guidance, risk management, asset allocation strategies, and wealth management solutions designed to help clients optimize their portfolios and achieve long-term financial security. Services include investment analysis, risk assessment, portfolio diversification, and retirement income planning
mcalvany wealth management

General Information


Serial Number99047646
Word MarkMCALVANY WEALTH MANAGEMENT
Filing DateWednesday, February 19, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, February 19, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public equity and debt markets. The company offers strategic financial guidance, risk management, asset allocation strategies, and wealth management solutions designed to help clients optimize their portfolios and achieve long-term financial security. Services include investment analysis, risk assessment, portfolio diversification, and 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 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