SIMPLEWEALTH Trademark

Trademark Overview

On Friday, June 12, 2026, a trademark application was filed for SIMPLEWEALTH with the United States Patent and Trademark Office. The USPTO has given the SIMPLEWEALTH trademark a serial number of 99882697. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, June 12, 2026. This trademark is owned by SimpleADVISORY, LLC. The SIMPLEWEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services; Financial planning and investment advisory services; Investment management
simplewealth

General Information

Serial Number99882697
Word MarkSIMPLEWEALTH
Filing DateFriday, June 12, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, June 12, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesInvestment advisory services; Financial planning and investment advisory services; Investment management
Pseudo MarkSIMPLE WEALTH
Pseudo MarkSIMPLEWEALTH

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 12, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameSimpleADVISORY, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGarden City, NY 11530
US

Trademark Events

Event DateEvent Description
Friday, June 12, 2026NEW APPLICATION ENTERED
Friday, June 12, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

simplewealth investment services advisory management financial planning