PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. Trademark

Trademark Overview

On Monday, May 5, 2025, a trademark application was filed for PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. with the United States Patent and Trademark Office. The USPTO has given the PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. trademark a serial number of 99169951. The federal status of this trademark filing is REGISTERED as of Tuesday, March 17, 2026. The PRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC. trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services; Financial consultancy services; Financial portfolio analysis services; Financial investment brokerage services; Providing financial advisory services; Financial advice and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
private wealth management solutions, llc.

General Information

Serial Number99169951
Word MarkPRIVATE WEALTH MANAGEMENT SOLUTIONS, LLC.
Filing DateMonday, May 5, 2025
Status700 - REGISTERED
Status DateTuesday, March 17, 2026
Registration Number8180835
Registration DateTuesday, March 17, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkPRIVATE WEALTH MANAGEMENT SOLUTIONS LLC
Goods and ServicesFinancial advisory services; Financial consultancy services; Financial portfolio analysis services; Financial investment brokerage services; Providing financial advisory services; Financial advice and consultancy services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
NOT AVAILABLEPRIVATE WEALTH MANAGEMENT and LLC

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 5, 2025
Primary Code036
First Use Anywhere DateTuesday, January 1, 2013
First Use In Commerce DateTuesday, January 1, 2013

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressBellevue, WA 98004
US
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBellevue, WA 98004
US

Trademark Events

Event DateEvent Description
Monday, May 5, 2025NEW APPLICATION ENTERED
Monday, May 5, 2025APPLICATION FILING RECEIPT MAILED
Friday, September 12, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 22, 2025ASSIGNED TO EXAMINER
Tuesday, September 23, 2025NON-FINAL ACTION WRITTEN
Tuesday, September 23, 2025NON-FINAL ACTION E-MAILED
Tuesday, September 23, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 9, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, December 9, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, February 13, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 13, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 13, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 17, 2026FINAL REFUSAL WRITTEN
Tuesday, February 17, 2026FINAL REFUSAL E-MAILED
Tuesday, February 17, 2026NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, February 18, 2026TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, February 18, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 18, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 18, 2026TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, February 18, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 18, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 19, 2026APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 17, 2026REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, March 17, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

solutions management wealth private services financial advisory namely providing investment consultancy securities other