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 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 | 99501043 |
| 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 | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | 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 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 | APPLICATION FILING RECEIPT MAILED |
| Friday, March 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 20, 2026 | NOTICE OF DESIGN SEARCH CODE E-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 |
