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 99501043. 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.
shelter wealth strategies

General Information

Serial Number99501043
Word MarkSHELTER WEALTH STRATEGIES
Filing DateMonday, November 17, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, November 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of The mark consists of an abstract design comprising two sets of three curved, swooping bands, wherein the left band features gradient shading, and both bands converge and intertwine at the center, creating a woven or interlaced appearance. To the right of the design is the word “Shelter”, and directly above the words “Wealth Strategies.”.
Goods and ServicesFinancial 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.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 17, 2025
Primary Code036
First Use Anywhere DateFriday, October 31, 2025
First Use In Commerce DateFriday, October 31, 2025

Trademark Owner History

Party NameShelter Wealth Strategies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHouston, TX 77056

Trademark Events

Event DateEvent Description
Monday, November 17, 2025NEW APPLICATION ENTERED
Monday, November 17, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

strategies wealth shelter financial planning plans management guidance services providing monitoring asset