SMART WEALTH Trademark

Trademark Overview

On Tuesday, November 30, 2021, a trademark application was filed for SMART WEALTH with the United States Patent and Trademark Office. The USPTO has given the SMART WEALTH trademark a serial number of 97149429. The federal status of this trademark filing is NOT AVAILABLE as of Thursday, January 8, 2026. The SMART WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy; Financial consultation; Financial consultation in the field of high net-worth advice, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, expert analysis in finance; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning consultation; Financial risk management consultation; Credit and financial consultation
smart wealth

General Information

Serial Number97149429
Word MarkSMART WEALTH
Filing DateTuesday, November 30, 2021
Status610 - NOT AVAILABLE
Status DateThursday, January 8, 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 ServicesFinancial consultancy; Financial consultation; Financial consultation in the field of high net-worth advice, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, expert analysis in finance; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning consultation; Financial risk management consultation; Credit and financial consultation

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status CodeX - NOT AVAILABLE
Class Status DateThursday, January 8, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressOakland, CA 94612

Trademark Events

Event DateEvent Description
Friday, December 3, 2021NEW APPLICATION ENTERED
Monday, December 6, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 3, 2025SHOW CAUSE ORDER
Friday, October 3, 2025SUSPENDED PENDING ADMINISTRATIVE REVIEW
Friday, October 3, 2025NOTICE OF SUSPENSION EMAILED - PENDING SCO
Thursday, January 8, 2026ORDER FOR SANCTIONS
Thursday, January 8, 2026ORDER FOR SANCTIONS - NOTICE EMAILED
Thursday, January 8, 2026TERMINATED AFTER SANCTIONS
Thursday, January 8, 2026NOTICE OF TERMINATION – EMAILED

Related Keywords

wealth smart financial consultation planning namely analysis consultancy services expert advisory credit