SMALL WEALTH MANAGEMENT Trademark

Trademark Overview

On Wednesday, April 9, 2025, a trademark application was filed for SMALL WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SMALL WEALTH MANAGEMENT trademark a serial number of 99128523. The federal status of this trademark filing is REGISTERED as of Tuesday, December 9, 2025. The SMALL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services
small wealth management

General Information

Serial Number99128523
Word MarkSMALL WEALTH MANAGEMENT
Filing DateWednesday, April 9, 2025
Status700 - REGISTERED
Status DateTuesday, December 9, 2025
Registration Number8057075
Registration DateTuesday, December 9, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 21, 2025

Trademark Statements

Goods and ServicesFinancial services, namely, wealth management services
NOT AVAILABLEWEALTH MANAGEMENT

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 9, 2025
Primary Code036
First Use Anywhere DateFriday, February 28, 2025
First Use In Commerce DateFriday, February 28, 2025

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressLittle Rock, AR 72223
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressLittle Rock, AR 72223
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLittle Rock, AR 72223

Trademark Events

Event DateEvent Description
Wednesday, April 9, 2025NEW APPLICATION ENTERED
Wednesday, April 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 9, 2025APPLICATION FILING RECEIPT MAILED
Thursday, September 4, 2025ASSIGNED TO EXAMINER
Saturday, September 20, 2025EXAMINERS AMENDMENT -WRITTEN
Saturday, September 20, 2025EXAMINERS AMENDMENT E-MAILED
Saturday, September 20, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, September 20, 2025EXAMINER'S AMENDMENT ENTERED
Saturday, September 20, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 15, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 21, 2025PUBLISHED FOR OPPOSITION
Tuesday, October 21, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 9, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, December 9, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

management wealth small services namely financial