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 REGISTERED as of Tuesday, April 7, 2026. 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 | 700 - REGISTERED |
| Status Date | Tuesday, April 7, 2026 |
| Registration Number | 8204933 |
| Registration Date | Tuesday, April 7, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 17, 2026 |
Trademark Statements
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Pseudo Mark | SAGE CREST WEALTH MANAGEMENT |
| Goods and Services | Financial planning; Financial planning for retirement; Financial advice relating to retirement; Estate planning |
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 | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Capitola, CA 95010
US |
| Party Name | 505 Enterprises, Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Capitola, CA 95010
US |
| Party Name | 505 Enterprises, Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Capitola, CA 95010
US |
Trademark Events
| Event Date | Event Description |
| Thursday, September 4, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 26, 2026 | ASSIGNED TO EXAMINER |
| Monday, January 26, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 11, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 17, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 17, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 7, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 7, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
