ONE WEALTH Trademark

Trademark Overview

On Friday, January 17, 2025, a trademark application was filed for ONE WEALTH with the United States Patent and Trademark Office. The USPTO has given the ONE WEALTH trademark a serial number of 99006372. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, July 3, 2025. This trademark is owned by Total Wealth, LLC. The ONE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Strategic financial advisory services
one wealth

General Information

Serial Number99006372
Word MarkONE WEALTH
Filing DateFriday, January 17, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, July 3, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Strategic financial advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code036
First Use Anywhere DateWednesday, January 3, 2024
First Use In Commerce DateWednesday, January 3, 2024

Trademark Owner History

Party NameTotal Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type02 - Partnership
AddressWest Des Moines, IA 50323

Trademark Events

Event DateEvent Description
Friday, January 17, 2025NEW APPLICATION ENTERED
Thursday, June 26, 2025ASSIGNED TO EXAMINER
Thursday, July 3, 2025NON-FINAL ACTION WRITTEN
Thursday, July 3, 2025NON-FINAL ACTION E-MAILED
Thursday, July 3, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, January 17, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

wealth financial services advisory analysis strategic portfolio information consultancy planning investment