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 NON-FINAL ACTION - MAILED as of Friday, June 6, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, June 6, 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 |
| Friday, June 6, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, June 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 6, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | ASSIGNED TO EXAMINER |
