NEUBERGER WEALTH Trademark

Trademark Overview


On Thursday, August 14, 2025, a trademark application was filed for NEUBERGER WEALTH with the United States Patent and Trademark Office. The USPTO has given the NEUBERGER WEALTH trademark a serial number of 99337946. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, August 14, 2025. This trademark is owned by Neuberger Berman Group LLC. The NEUBERGER WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

36: Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; fi...
neuberger wealth

General Information


Serial Number99337946
Word MarkNEUBERGER WEALTH
Filing DateThursday, August 14, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, August 14, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of NEUBERGER Wealth in stylized font.
Goods and Services36: Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 14, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNeuberger Berman Group LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10104

Trademark Events


Event DateEvent Description
Thursday, August 14, 2025APPLICATION FILING RECEIPT MAILED
Thursday, August 14, 2025NEW APPLICATION ENTERED