SAGECREST WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, September 4, 2025, a trademark application was filed for SAGECREST WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SAGECREST WEALTH MANAGEMENT trademark a serial number of 99374713. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, September 4, 2025. This trademark is owned by 505 Enterprises, Corporation. The SAGECREST WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Financial advice relating to retirement; Estate planning
General Information
| Serial Number | 99374713 |
| Word Mark | SAGECREST WEALTH MANAGEMENT |
| Filing Date | Thursday, September 4, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, September 4, 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 planning; Financial planning for retirement; Financial advice relating to retirement; Estate planning |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
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 | Thursday, September 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 1, 2024 |
| First Use In Commerce Date | Friday, March 1, 2024 |
Trademark Owner History
| Party Name | 505 Enterprises, Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Capitola, CA 95010 |
Trademark Events
| Event Date | Event Description |
| Thursday, September 4, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 4, 2025 | APPLICATION FILING RECEIPT MAILED |
