NEWERA WEALTH ADVISORS Trademark
Trademark Overview
On Monday, October 13, 2025, a trademark application was filed for NEWERA WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the NEWERA WEALTH ADVISORS trademark a serial number of 99439833. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, July 14, 2026. This trademark is owned by NewEra Wealth Advisors Inc.. The NEWERA WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, investment consulting, financial planning, estate and legacy planning, and financial charitable gift planning; financial management; financial asset management; financial asset portfolio management; financial risk management
General Information
| Serial Number | 99439833 |
| Word Mark | NEWERA WEALTH ADVISORS |
| Filing Date | Monday, October 13, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, July 14, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Description of Mark | The mark consists of "NEWERA WEALTH ADVISORS" in a stylized font all to the right of an abstract design consisting of four spaced circles, three of which are connected by lines. |
| Goods and Services | Financial advisory and consultancy services, namely, investment consulting, financial planning, estate and legacy planning, and financial charitable gift planning; financial management; financial asset management; financial asset portfolio management; financial risk management |
| Pseudo Mark | NEW ERA WEALTH ADVISORS |
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 | Monday, October 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 1, 2024 |
| First Use In Commerce Date | Thursday, August 1, 2024 |
Trademark Owner History
| Party Name | NewEra Wealth Advisors Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Miami, FL 33131
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 13, 2025 | NEW APPLICATION ENTERED |
| Monday, October 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, February 27, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 27, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, March 2, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 9, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 9, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 9, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 5, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 5, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 5, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 14, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
