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 APPROVED FOR PUBLICATION as of Thursday, July 16, 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
