RIALTO WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, September 3, 2024, a trademark application was filed for RIALTO WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the RIALTO WEALTH MANAGEMENT trademark a serial number of 98731173. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, September 18, 2025. This trademark is owned by Rialto Wealth Management, LLC. The RIALTO WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial services, namely, financial planning for retirement; tax planning, namely, financial advice relating to tax; estate planning; consultancy services related to insurance; financial planning
Tax and taxation planning, advice, information and consultancy services; tax advisory services
General Information
| Serial Number | 98731173 |
| Word Mark | RIALTO WEALTH MANAGEMENT |
| Filing Date | Tuesday, September 3, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, September 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the wording Rialto in stylized letters and below is the wording Wealth Management in stylized letters of smaller size; above this wording is the outline of a circle, with the silhouette of a man wearing a hat and rowing a small boat with a large oar inside of the circle. |
| Goods and Services | Financial services, namely, financial planning for retirement; tax planning, namely, financial advice relating to tax; estate planning; consultancy services related to insurance; financial planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services; tax advisory services |
| NOT AVAILABLE | WEALTH MANAGEMENT |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 18, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, September 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Rialto Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Syracuse, NY 13202 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 3, 2024 | NEW APPLICATION ENTERED |
| Thursday, March 13, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 13, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 14, 2025 | ASSIGNED TO EXAMINER |
| Thursday, March 20, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, March 20, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 29, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, March 20, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, May 29, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, September 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
