PRECISION WEALTH Trademark
Trademark Overview
On Monday, March 28, 2022, a trademark application was filed for PRECISION WEALTH with the United States Patent and Trademark Office. The USPTO has given the PRECISION WEALTH trademark a serial number of 97334554. The federal status of this trademark filing is PENDING PETITION/COURT DECISION as of Wednesday, September 17, 2025. This trademark is owned by Precision Wealth Financial & Insurance Services, Inc.. The PRECISION WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance
General Information
| Serial Number | 97334554 |
| Word Mark | PRECISION WEALTH |
| Filing Date | Monday, March 28, 2022 |
| Status | 973 - PENDING PETITION/COURT DECISION |
| Status Date | Wednesday, September 17, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance |
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 | Thursday, March 31, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 30, 2001 |
| First Use In Commerce Date | Tuesday, October 30, 2001 |
Trademark Owner History
| Party Name | Precision Wealth Financial & Insurance Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
Trademark Events
| Event Date | Event Description |
| Wednesday, September 17, 2025 | SUSPENDED PENDING ADMINISTRATIVE REVIEW |
| Wednesday, September 17, 2025 | SHOW CAUSE ORDER |
| Wednesday, September 17, 2025 | NOTICE OF SUSPENSION EMAILED - PENDING SCO |
| Friday, April 1, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 31, 2022 | NEW APPLICATION ENTERED |
