TO US, “FAMILY OFFICE” IS NOT AN ADD ON. IT’S WHO WE ARE. Trademark

Trademark Overview

On Thursday, January 30, 2025, a trademark application was filed for TO US, “FAMILY OFFICE” IS NOT AN ADD ON. IT’S WHO WE ARE. with the United States Patent and Trademark Office. The USPTO has given the TO US, “FAMILY OFFICE” IS NOT AN ADD ON. IT’S WHO WE ARE. trademark a serial number of 99023411. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, July 15, 2025. This trademark is owned by IWP Wealth Management LLC. The TO US, “FAMILY OFFICE” IS NOT AN ADD ON. IT’S WHO WE ARE. trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Business consulting services in the field of family office operations and service
to us, “family office” is not an add on. it’s who we are.

General Information

Serial Number99023411
Word MarkTO US, “FAMILY OFFICE” IS NOT AN ADD ON. IT’S WHO WE ARE.
Filing DateThursday, January 30, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, July 15, 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

Pseudo MarkTO US FAMILY OFFICE IS NOT AN ADD ON IT IS WHO WE ARE
Goods and ServicesFinancial advisory and consultancy services; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Goods and ServicesBusiness consulting services in the field of family office operations and service

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 30, 2025
Primary Code035
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 30, 2025
Primary Code036
First Use Anywhere DateWednesday, November 30, 2016
First Use In Commerce DateWednesday, November 30, 2016

Trademark Owner History

Party NameIWP Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80206

Trademark Events

Event DateEvent Description
Thursday, January 30, 2025NEW APPLICATION ENTERED
Tuesday, July 1, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 9, 2025ASSIGNED TO EXAMINER
Thursday, January 30, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, July 15, 2025NON-FINAL ACTION WRITTEN
Tuesday, July 15, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, July 15, 2025NON-FINAL ACTION E-MAILED

Related Keywords

office family services investment financial namely management service business debt consulting field