SANTARA WEALTH MANAGEMENT Trademark

Trademark Overview

On Wednesday, June 3, 2026, a trademark application was filed for SANTARA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SANTARA WEALTH MANAGEMENT trademark a serial number of 99862832. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 3, 2026. This trademark is owned by Santara Wealth Management, LLC. The SANTARA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial administration of Financial administration of investment portfolios; Financial planning, namely, Financial planning, namely, retirement, investment, estate, and wealth planning services; Financial advisory and consultancy services, namely, Financial advisory and consultancy services, namely, investment management, wealth management, retirement planning, and financial planning services
santara wealth management

General Information

Serial Number99862832
Word MarkSANTARA WEALTH MANAGEMENT
Filing DateWednesday, June 3, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, June 3, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial administration of Financial administration of investment portfolios; Financial planning, namely, Financial planning, namely, retirement, investment, estate, and wealth planning services; Financial advisory and consultancy services, namely, Financial advisory and consultancy services, namely, investment management, wealth management, retirement planning, and financial planning services
NOT AVAILABLE"wealth management"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 3, 2026
Primary Code036
First Use Anywhere DateSaturday, February 1, 2025
First Use In Commerce DateSaturday, February 1, 2025

Trademark Owner History

Party NameSantara Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
Addresssan diego, CA 92101
US

Trademark Events

Event DateEvent Description
Wednesday, June 3, 2026NEW APPLICATION ENTERED
Wednesday, June 3, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

management wealth santara financial planning services namely investment advisory consultancy retirement