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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 5, 2025. 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, December 5, 2025 |
| 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 |
Trademark Events
| Event Date | Event Description |
| Friday, December 5, 2025 | NEW APPLICATION ENTERED |
| Friday, December 5, 2025 | APPLICATION FILING RECEIPT MAILED |
