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 NON-FINAL ACTION - MAILED as of Wednesday, March 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 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.
