THEORY79 WEALTH DESIGN Trademark
Trademark Overview
On Tuesday, July 29, 2025, a trademark application was filed for THEORY79 WEALTH DESIGN with the United States Patent and Trademark Office. The USPTO has given the THEORY79 WEALTH DESIGN trademark a serial number of 99308970. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, July 29, 2025. The THEORY79 WEALTH DESIGN 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; Providing information in the field of wealth management for families and individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Estate trust planning; Providing information in the field of estate planning; Providing information in the field of estate planning for families and individuals; Financial risk management; Financial risk management consultation; Financial analysis; Providing financial information via a website; Financial analysis and consultation; Financial trust administration; Financial advice, namely, budget planning; Financial trust planning
General Information
| Serial Number | 99308970 |
| Word Mark | THEORY79 WEALTH DESIGN |
| Filing Date | Tuesday, July 29, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, July 29, 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 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; Providing information in the field of wealth management for families and individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Estate trust planning; Providing information in the field of estate planning; Providing information in the field of estate planning for families and individuals; Financial risk management; Financial risk management consultation; Financial analysis; Providing financial information via a website; Financial analysis and consultation; Financial trust administration; Financial advice, namely, budget planning; Financial trust planning |
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, July 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Plano, TX 75024 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 29, 2025 | NEW APPLICATION ENTERED |
| Tuesday, July 29, 2025 | APPLICATION FILING RECEIPT MAILED |
