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
General Information
| Serial Number | 99862832 |
| Word Mark | SANTARA WEALTH MANAGEMENT |
| Filing Date | Wednesday, June 3, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 3, 2026 |
| 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 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 Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, June 3, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, February 1, 2025 |
| First Use In Commerce Date | Saturday, February 1, 2025 |
Trademark Owner History
| Party Name | Santara Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | san diego, CA 92101
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 3, 2026 | NEW APPLICATION ENTERED |
| Wednesday, June 3, 2026 | APPLICATION FILING RECEIPT MAILED |
