NERDWALLET WEALTH PARTNERS Trademark
Trademark Overview
On Friday, June 20, 2025, a trademark application was filed for NERDWALLET WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the NERDWALLET WEALTH PARTNERS trademark a serial number of 99245060. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, June 20, 2025. This trademark is owned by NerdWallet Wealth Partners, LLC. The NERDWALLET WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations
General Information
| Serial Number | 99245060 |
| Word Mark | NERDWALLET WEALTH PARTNERS |
| Filing Date | Friday, June 20, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, June 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations |
| NOT AVAILABLE | No claim is made to the exclusive right to use Wealth Partners, apart from the mark as shown. |
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 | Friday, June 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 17, 2025 |
| First Use In Commerce Date | Tuesday, June 17, 2025 |
Trademark Owner History
| Party Name | NerdWallet Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10038 |
Trademark Events
| Event Date | Event Description |
| Friday, June 20, 2025 | NEW APPLICATION ENTERED |
| Friday, June 20, 2025 | APPLICATION FILING RECEIPT MAILED |
