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 APPROVED FOR PUBLICATION as of Thursday, October 2, 2025. This trademark is owned by Presilium Private Wealth, LLC. The PRESILIUM FAMILY OFFICE trademark is filed in the Personal, Legal & Social Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Wealth education, namely, online classes in the field of financial wealth planning

Financial services, namely, investment fund transfer and transaction services, and 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; u...

Investment security services, namely, fiduciary compliance consulting services in the field of federal securities investment regulations
presilium family office

General Information


Serial Number99003711
Word MarkPRESILIUM FAMILY OFFICE
Filing DateThursday, January 16, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateThursday, October 2, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesWealth education, namely, online classes in the field of financial wealth planning
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, and 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; 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, financial planning for educational expenses, generational transfer planning, strategic financial advisory services in the field of stock options, financial portfolio management, and financial investment advisory services about sustainable and responsible investing
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesInvestment security services, namely, fiduciary compliance consulting services in the field of federal securities investment regulations
NOT AVAILABLE"FAMILY OFFICE"

Classification Information


International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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
Wednesday, June 18, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 26, 2025ASSIGNED TO EXAMINER
Tuesday, July 1, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 1, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 1, 2025NON-FINAL ACTION WRITTEN
Wednesday, October 1, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 1, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 1, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 2, 2025APPROVED FOR PUB - PRINCIPAL REGISTER