Trademark Overview
On Friday, March 7, 2025, a trademark application was filed for SAGE STONE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SAGE STONE WEALTH MANAGEMENT trademark a serial number of 99073696. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 7, 2025. This trademark is owned by Sage Stone Wealth Management LLC. The SAGE STONE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial services, namely, wealth management services; Funds investment; Investment of funds for others; Financial portfolio management; Financial portfolio analysis services; Financial planning; Financial asset management; Investment advisory services; Providing financial information; Capital investment services; Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Financial management; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Strategic financial advisory services; Financial information and advisory services; Financial consulting
Business consulting services; Business management of the nonprofit corporations and trade associations of others; Business management consulting, strategic planning and business advisory services provided to non-profit
corporations, foundations, and small businesses; Business management consulting and advisory services; Business advisory services; Business assistance, advisory and consulting services in the field of financial planning,
investment and asset management; Business advisory services, consultancy and information
