Trademark Overview
On Thursday, April 23, 2026, a trademark application was filed for OPTIMIZE YOUR WEALTH’S POTENTIAL with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZE YOUR WEALTH’S POTENTIAL trademark a serial number of 99783422. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 23, 2026. This trademark is owned by Quotient Wealth Partners, LLC. The OPTIMIZE YOUR WEALTH’S POTENTIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
