SQUIRE WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, July 9, 2026, a trademark application was filed for SQUIRE WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the SQUIRE WEALTH ADVISORS trademark a serial number of 99932188. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, July 9, 2026. This trademark is owned by Squire Investment Management Company LLC. The SQUIRE WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial planning; Investment advisory services; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning for retirement; Financial retirement plan consulting services; Estate planning; Estate trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy; Financial consultation; Financial consulting; Investment management; Financial portfolio management
General Information
| Serial Number | 99932188 |
| Word Mark | SQUIRE WEALTH ADVISORS |
| Filing Date | Thursday, July 9, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, July 9, 2026 |
| 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
| NOT AVAILABLE | "Wealth Advisors" |
| Pseudo Mark | SQUIRE WEALTH ADVISERS |
| Goods and Services | Financial advisory services; Financial planning; Investment advisory services; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning for retirement; Financial retirement plan consulting services; Estate planning; Estate trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy; Financial consultation; Financial consulting; Investment management; Financial portfolio 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 | Thursday, July 9, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 26, 2013 |
| First Use In Commerce Date | Wednesday, June 26, 2013 |
Trademark Owner History
| Party Name | Squire Investment Management Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orem, UT 84097
US |
Trademark Events
| Event Date | Event Description |
| Thursday, July 9, 2026 | NEW APPLICATION ENTERED |
| Thursday, July 9, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 9, 2026 | APPLICATION FILING RECEIPT MAILED |
