Trademark Overview
On Monday, November 17, 2025, a trademark application was filed for SHELTER WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the SHELTER WEALTH STRATEGIES trademark a serial number of 99501037. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, November 17, 2025. This trademark is owned by Shelter Wealth Strategies, LLC. The SHELTER WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and advisory services; providing personalized financial guidance, strategies, and recommendations in the fields of retirement planning, cash flow and budgeting, education funding, and estate planning; financial assessment, goal setting, and preparation of comprehensive financial plans; monitoring, updating, and reviewing financial plans; providing guidance and strategies for wealth management, asset protection, tax-efficient planning, and financial decision-making; consulting services in the field of personal, family, and business financial management.
