PROFECTUS WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, August 8, 2025, a trademark application was filed for PROFECTUS WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the PROFECTUS WEALTH MANAGEMENT trademark a serial number of 99328594. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, August 8, 2025. This trademark is owned by Profectus Wealth Management LLC. The PROFECTUS WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning for retirement; Advisory services relating to mutual funds; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for life insurance products; Real estate investment trust services
General Information
| Serial Number | 99328594 |
| Word Mark | PROFECTUS WEALTH MANAGEMENT |
| Filing Date | Friday, August 8, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, August 8, 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 | Financial wealth management services; Financial planning for retirement; Advisory services relating to mutual funds; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment management of and distribution of variable annuities; Financial services in the nature of providing an investment option available for life insurance products; Real estate investment trust services |
| NOT AVAILABLE | No claim is made to the exclusive right to use "Wealth Management", apart from the mark as shown. |
| Translation of Words in Mark | The English translation of the Latin wording Profectus in the mark is progress, advancement, success. |
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 | Friday, August 8, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 31, 2025 |
| First Use In Commerce Date | Monday, March 31, 2025 |
Trademark Owner History
| Party Name | Profectus Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Post Falls, ID 83877 |
Trademark Events
| Event Date | Event Description |
| Friday, August 8, 2025 | NEW APPLICATION ENTERED |
| Friday, August 8, 2025 | APPLICATION FILING RECEIPT MAILED |
