STRATEGY WEALTH MANAGEMENT Trademark

Trademark Overview


On Saturday, September 13, 2025, a trademark application was filed for STRATEGY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STRATEGY WEALTH MANAGEMENT trademark a serial number of 99391194. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, September 13, 2025. The STRATEGY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning; Financial consultation; Financial analyses; Financial advice; Financial consulting; Financial management; Financial trust planning; Financial asset management; Financial risk management; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial planning for retirement; Strategic financial advisory services; Financial analysis and consultation; Financial advice on retirement; Financial management for businesses; Financial trading of cryptocurrency; Providing financial advisory services; Providing information and advice in the field of finance, financial invest...
strategy wealth management

General Information


Serial Number99391194
Word MarkSTRATEGY WEALTH MANAGEMENT
Filing DateSaturday, September 13, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, September 13, 2025
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 wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Family office services in the nature of financial wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning; Financial consultation; Financial analyses; Financial advice; Financial consulting; Financial management; Financial trust planning; Financial asset management; Financial risk management; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial planning for retirement; Strategic financial advisory services; Financial analysis and consultation; Financial advice on retirement; Financial management for businesses; Financial trading of cryptocurrency; Providing financial advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Providing investors with financial information; Financial management via the Internet; Financial trading of virtual currency; Providing financial news and information; Providing financial information and analyses; Providing financial information and analysis; Providing financial risk assessment services; Financial advice relating to tax; Financial exchange of digital currency; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Financial advice relating to income tax; Financial information provided by electronic means; Providing information regarding financial investment strategies; Financial consultancy services relating to cryptocurrency; Financial information services relating to cryptocurrency; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Providing information on government financial assistance programs; Insurance and financial information and consultancy services; Financial consultation in the field of cryptocurrency; Providing financial information via a web site; Providing secure financial transactions and payment options; Financial exchange of cryptocurrency via crypto swapping; Financial consultancy in the field of cryptocurrency; Financial information in the field of cryptocurrency; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial consulting services, namely, expert analysis in finance; Providing financial information in the field of cryptocurrency; Financial advisory services rendered using artificial intelligence (AI); Providing information in the field of financial planning; Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Providing financial information in the field of virtual currency; Providing financial information in the field of digital currency; Providing financial information in the field of decentralized finance (DeFi); Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, September 13, 2025
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
AddressBend, OR 97703

Trademark Events


Event DateEvent Description
Saturday, September 13, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 13, 2025APPLICATION FILING RECEIPT MAILED
Saturday, September 13, 2025NEW APPLICATION ENTERED