Trademark Overview
On Tuesday, March 24, 2026, a trademark application was filed for TRUELIGHT WEALTH with the United States Patent and Trademark Office. The USPTO has given the TRUELIGHT WEALTH trademark a serial number of 99705134. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 24, 2026. This trademark is owned by Valer Wealth Management LLC. The TRUELIGHT WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial wealth management services; Financial planning for retirement; Financial advice relating to tax; Administration of employee benefit plans concerning finance; Consulting and information concerning insurance; Estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of financial planning for higher education
