SHRIER WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, December 5, 2025, a trademark application was filed for SHRIER WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SHRIER WEALTH MANAGEMENT trademark a serial number of 99532839. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, April 10, 2026. This trademark is owned by Shrier Wealth Management, LLC. The SHRIER WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, financial planning and investment advisory services; wealth management services; investment management; financial portfolio management; retirement financial planning; estate and trust planning services, namely, providing information and consultation regarding financial aspects of estate and trust planning
General Information
| Serial Number | 99532839 |
| Word Mark | SHRIER WEALTH MANAGEMENT |
| Filing Date | Friday, December 5, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, April 10, 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
| NOT AVAILABLE | "Wealth Management" |
| Goods and Services | Financial advisory and consultancy services, namely, financial planning and investment advisory services; wealth management services; investment management; financial portfolio management; retirement financial planning; estate and trust planning services, namely, providing information and consultation regarding financial aspects of estate and trust planning |
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 | Friday, December 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 11, 2005 |
| First Use In Commerce Date | Monday, July 11, 2005 |
Trademark Owner History
| Party Name | Shrier Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Los Angeles, CA 90067
US |
Trademark Events
| Event Date | Event Description |
| Friday, December 5, 2025 | NEW APPLICATION ENTERED |
| Friday, December 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 9, 2026 | ASSIGNED TO EXAMINER |
| Friday, April 10, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, April 10, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, April 10, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
