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 - ASSIGNED TO EXAMINER as of Tuesday, December 23, 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 | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, December 23, 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
| NOT AVAILABLE | "Wealth Management" |
| 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 |
| 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 |
| Thursday, December 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 23, 2025 | ASSIGNED TO EXAMINER |
