PRESILIUM FAMILY OFFICE Trademark

Trademark Overview


On Thursday, January 16, 2025, a trademark application was filed for PRESILIUM FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the PRESILIUM FAMILY OFFICE trademark a serial number of 99003711. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, January 16, 2025. This trademark is owned by Presilium Private Wealth, LLC. The PRESILIUM FAMILY OFFICE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endo...
presilium family office

General Information


Serial Number99003711
Word MarkPRESILIUM FAMILY OFFICE
Filing DateThursday, January 16, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, January 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a stylized hourglass design. To the right of the design are the words PRESILIUM FAMILY OFFICE, with PRESILIUM placed above FAMILY OFFICE.
Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, education planning services, generational transfer planning, wealth education, stock option strategies, portfolio management, and sustainable and responsible investing
Indication of Colors claimedColor is not claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 16, 2025
Primary Code036
First Use Anywhere DateThursday, October 31, 2024
First Use In Commerce DateThursday, October 31, 2024

Trademark Owner History


Party NamePresilium Private Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRadnor, PA 19087

Trademark Events


Event DateEvent Description
Thursday, January 16, 2025NEW APPLICATION ENTERED