THE W.I.S.E. MONEY BUCKET STRATEGY Trademark
Trademark Overview
On Monday, February 16, 2026, a trademark application was filed for THE W.I.S.E. MONEY BUCKET STRATEGY with the United States Patent and Trademark Office. The USPTO has given the THE W.I.S.E. MONEY BUCKET STRATEGY trademark a serial number of 99655599. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, June 18, 2026. This trademark is owned by Holistiq Planning LLC. The THE W.I.S.E. MONEY BUCKET STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99655599 |
| Word Mark | THE W.I.S.E. MONEY BUCKET STRATEGY |
| Filing Date | Monday, February 16, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, June 18, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | THE W.I.S.E. MONEY BUCKET STRATEGY DOLLAR |
| Description of Mark | The mark consists of the wording “THE W.I.S.E. MONEY BUCKET STRATEGY” arranged in stylized lettering. The words “THE W.I.S.E. MONEY” appear prominently above the words “BUCKET STRATEGY.” To the right of the wording appears a stylized design element consisting of layered circular shapes forming a location-pin-style icon containing a dollar sign. The overall design presents a modern, professional appearance. |
| Goods and Services | Financial planning and investment advisory services |
| Pseudo Mark | THE WISE MONEY BUCKET STRATEGY |
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 | Monday, February 16, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 1, 2025 |
| First Use In Commerce Date | Saturday, November 1, 2025 |
Trademark Owner History
| Party Name | Holistiq Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Prosper, TX 75078
US |
Trademark Events
| Event Date | Event Description |
| Monday, February 16, 2026 | NEW APPLICATION ENTERED |
| Monday, February 16, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 17, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, June 18, 2026 | ASSIGNED TO EXAMINER |
| Thursday, June 18, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, June 18, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, June 18, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
