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 NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, March 2, 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 management, asset management, financial planning, asset portfolio management, financial risk management, estate and legacy planning, financial charitable gift planning, and related research
General Information
| Serial Number | 99439833 |
| Word Mark | NEWERA WEALTH ADVISORS |
| Filing Date | Monday, October 13, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, March 2, 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. |
| Goods and Services | Financial advisory and consultancy services, namely, investment consulting, financial management, asset management, financial planning, asset portfolio management, financial risk management, estate and legacy planning, financial charitable gift planning, and related research |
| Pseudo Mark | NEW ERA 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. Color is not claimed as a feature of the mark. |
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 |
