ULTRA TAX EFFICIENT WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, March 3, 2025, a trademark application was filed for ULTRA TAX EFFICIENT WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark a serial number of 99065130. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, August 5, 2025. This trademark is owned by HENDERSHOTT WEALTH MANAGEMENT, LLC. The ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Financial planning; Investment management; Estate planning
General Information
| Serial Number | 99065130 |
| Word Mark | ULTRA TAX EFFICIENT WEALTH MANAGEMENT |
| Filing Date | Monday, March 3, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, August 5, 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 services, namely, wealth management services; Financial planning; Investment management; Estate planning |
| NOT AVAILABLE | No claim is made to the exclusive right to use "TAX" and "WEALTH MANAGEMENT", apart from the mark as shown. |
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, March 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 31, 2025 |
| First Use In Commerce Date | Friday, January 31, 2025 |
Trademark Owner History
| Party Name | HENDERSHOTT WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fishers, IN 46038 |
Trademark Events
| Event Date | Event Description |
| Monday, March 3, 2025 | NEW APPLICATION ENTERED |
| Monday, March 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 5, 2025 | ASSIGNED TO EXAMINER |
