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 99338277. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, September 29, 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:

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; financi...
neuberger wealth

General Information


Serial Number99338277
Word MarkNEUBERGER WEALTH
Filing DateThursday, August 14, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, September 29, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of NEUBERGER WEALTH in stylized font.
Goods and ServicesFinancial 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, 2025NEW APPLICATION ENTERED
Thursday, August 14, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, September 24, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 29, 2025ASSIGNED TO EXAMINER
Monday, September 29, 2025NON-FINAL ACTION E-MAILED
Monday, September 29, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 29, 2025NON-FINAL ACTION WRITTEN