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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, September 30, 2025. The SMALL WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 99128523 |
| Word Mark | SMALL WEALTH MANAGEMENT |
| Filing Date | Wednesday, April 9, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, September 30, 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 | Tuesday, October 21, 2025 |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services |
| NOT AVAILABLE | WEALTH MANAGEMENT |
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 | Wednesday, April 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 28, 2025 |
| First Use In Commerce Date | Friday, February 28, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Little Rock, AR 72223 |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 9, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 9, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, September 4, 2025 | ASSIGNED TO EXAMINER |
| Saturday, September 20, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, September 20, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 15, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, September 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, September 20, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, September 20, 2025 | EXAMINER'S AMENDMENT ENTERED |
