PLANWEALTH Trademark

Trademark Overview

On Monday, October 21, 2024, a trademark application was filed for PLANWEALTH with the United States Patent and Trademark Office. The USPTO has given the PLANWEALTH trademark a serial number of 98812215. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Friday, August 22, 2025. This trademark is owned by Planwealth LLC. The PLANWEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services; On-line financial planning services; Providing financial advisory services; Strategic financial advisory services
planwealth

General Information

Serial Number98812215
Word MarkPLANWEALTH
Filing DateMonday, October 21, 2024
Status645 - FINAL REFUSAL - MAILED
Status DateFriday, August 22, 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

Pseudo MarkPLAN WEALTH
Goods and ServicesFinancial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services; On-line financial planning services; Providing financial advisory 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 DateMonday, October 21, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NamePlanwealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChester, NJ 07930

Trademark Events

Event DateEvent Description
Monday, October 21, 2024NEW APPLICATION ENTERED
Wednesday, April 23, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 25, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, July 26, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, April 24, 2025ASSIGNED TO EXAMINER
Friday, April 25, 2025NON-FINAL ACTION WRITTEN
Friday, April 25, 2025NON-FINAL ACTION E-MAILED
Friday, July 25, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 22, 2025FINAL REFUSAL E-MAILED
Friday, August 22, 2025FINAL REFUSAL WRITTEN
Friday, August 22, 2025NOTIFICATION OF FINAL REFUSAL EMAILED

Related Keywords

planwealth services financial advisory consultancy information planning research providing strategic line