SOUND WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, December 17, 2024, a trademark application was filed for SOUND WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SOUND WEALTH MANAGEMENT trademark a serial number of 98906770. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Monday, September 22, 2025. This trademark is owned by Sound Wealth Management LLC. The SOUND WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory and consultancy services; Financial advisory services; Financial analysis and consultation; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice relating to investments; Financial asset management; Financial retirement plan consulting services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Investment services, namely, asset acquisition, consultation, developm...
General Information
| Serial Number | 98906770 |
| Word Mark | SOUND WEALTH MANAGEMENT |
| Filing Date | Tuesday, December 17, 2024 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, September 22, 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
| Goods and Services | Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Financial advisory and consultancy services; Financial advisory services; Financial analysis and consultation; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice relating to investments; Financial asset management; Financial retirement plan consulting services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Providing financial information and financial advice via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services |
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 | Tuesday, December 17, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2021 |
| First Use In Commerce Date | Thursday, May 26, 2022 |
Trademark Owner History
| Party Name | Sound Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29605 |
Trademark Events
| Event Date | Event Description |
| Tuesday, December 17, 2024 | NEW APPLICATION ENTERED |
| Tuesday, December 17, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 3, 2025 | ASSIGNED TO EXAMINER |
| Monday, September 22, 2025 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, September 22, 2025 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Friday, June 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 6, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, June 6, 2025 | NON-FINAL ACTION WRITTEN |
