SHELTER WEALTH STRATEGIES Trademark
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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, June 25, 2026. 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 investment advisory services, namely, financial advisory services for individuals involved in personal injury lawsuits and settlements; financial consulting services in the field of personal injury lawsuits and settlements for individuals; financial analysis and preparation of financial plans for individuals receiving or expecting to receive settlement proceeds from personal injury lawsuits and settlements; providing financial information and financial advice to individuals regarding proceeds received from personal injury lawsuits and settlements, and long-term financial planning concerning settlement proceeds received in connection with personal injury lawsuits and settlements; financial planning consultation regarding the management and administration of settlement proceeds for individuals involved in personal injury lawsuits and settlements
General Information
| Serial Number | 99501037 |
| Word Mark | SHELTER WEALTH STRATEGIES |
| Filing Date | Monday, November 17, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, June 25, 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 planning and investment advisory services, namely, financial advisory services for individuals involved in personal injury lawsuits and settlements; financial consulting services in the field of personal injury lawsuits and settlements for individuals; financial analysis and preparation of financial plans for individuals receiving or expecting to receive settlement proceeds from personal injury lawsuits and settlements; providing financial information and financial advice to individuals regarding proceeds received from personal injury lawsuits and settlements, and long-term financial planning concerning settlement proceeds received in connection with personal injury lawsuits and settlements; financial planning consultation regarding the management and administration of settlement proceeds for individuals involved in personal injury lawsuits and settlements |
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 | Monday, November 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 31, 2025 |
| First Use In Commerce Date | Friday, October 31, 2025 |
Trademark Owner History
| Party Name | Shelter Wealth Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056
US |
Trademark Events
| Event Date | Event Description |
| Monday, November 17, 2025 | NEW APPLICATION ENTERED |
| Monday, November 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, March 24, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 25, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 25, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 25, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 25, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 25, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 25, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
