STRATEFI WEALTH MANAGEMENT Trademark

Trademark Overview


On Thursday, March 6, 2025, a trademark application was filed for STRATEFI WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STRATEFI WEALTH MANAGEMENT trademark a serial number of 99069766. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 6, 2025. This trademark is owned by StrateFi LLC. The STRATEFI WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial management; Financial consultancy; Financial consultation; Financial advice; Financial consulting; Financial planning; Financial planning consultation
stratefi wealth management

General Information


Serial Number99069766
Word MarkSTRATEFI WEALTH MANAGEMENT
Filing DateThursday, March 6, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, March 6, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of The navy blue capital letters "S" "T" "R" "A" "T" "E" and the light blue "F" "I" followed underneath by navy blue capital letters "W" "E" "A" "L" "T" "H" and capital letters "M" "A" "M" "A" "G" "E" "M" "E" "N" "T". Centered on top of the words "STRATEFI" is a navy blue color typefont "S" that is interwoven with a backwared light blue typefont "F".
Goods and ServicesFinancial management; Financial consultancy; Financial consultation; Financial advice; Financial consulting; Financial planning; Financial planning consultation
Indication of Colors claimedThe color(s) navy blue, light blue is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 6, 2025
Primary Code036
First Use Anywhere DateSunday, August 1, 2021
First Use In Commerce DateSunday, August 1, 2021

Trademark Owner History


Party NameStrateFi LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrvine, CA 92612

Trademark Events


Event DateEvent Description
Thursday, March 6, 2025NEW APPLICATION ENTERED
Thursday, March 6, 2025APPLICATION FILING RECEIPT MAILED