SHARPE WEALTH Trademark

Trademark Overview


On Friday, February 20, 2026, a trademark application was filed for SHARPE WEALTH with the United States Patent and Trademark Office. The USPTO has given the SHARPE WEALTH trademark a serial number of 99661915. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, February 20, 2026. This trademark is owned by Sharpe Wealth LLC. The SHARPE WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial wealth management services; Providing information in the field of wealth management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Investment of funds for charitable purposes; Providing information regarding financial investment strategies; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Advice relating to investments; Financial management relating to investments; Information, advisory, consultancy and financial research services relating to finance and investment...
sharpe wealth

General Information


Serial Number99661915
Word MarkSHARPE WEALTH
Filing DateFriday, February 20, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, February 20, 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 wealth management services; Providing information in the field of wealth management; Financial services, namely, wealth management services; Investment advice; Investment management; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Investment of funds for charitable purposes; Providing information regarding financial investment strategies; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Advice relating to investments; Financial management relating to investments; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Advice on finance during retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing on-line news in the field of finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Individual retirement account services; Financial administration of retirement plans; Financial advice on retirement; Financial retirement plan consulting services; Financial advice relating to retirement

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 20, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameQPS LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFontana, WI 53125
US

Party NameSharpe Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFontana, WI 53125
US

Trademark Events


Event DateEvent Description
Friday, February 20, 2026NEW APPLICATION ENTERED
Friday, February 20, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 20, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 20, 2026APPLICATION FILING RECEIPT MAILED