VALLUM WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, November 3, 2025, a trademark application was filed for VALLUM WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VALLUM WEALTH MANAGEMENT trademark a serial number of 99476669. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, November 3, 2025. This trademark is owned by REF Financial LLC. The VALLUM WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning; Investment consultation
General Information
| Serial Number | 99476669 |
| Word Mark | VALLUM WEALTH MANAGEMENT |
| Filing Date | Monday, November 3, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, November 3, 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
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and Services | Financial wealth management services; Financial planning; Investment consultation |
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 | Monday, November 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 31, 2018 |
| First Use In Commerce Date | Wednesday, January 31, 2018 |
Trademark Owner History
| Party Name | REF Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Marlton, NJ 08053 |
Trademark Events
| Event Date | Event Description |
| Monday, November 3, 2025 | NEW APPLICATION ENTERED |
| Monday, November 3, 2025 | APPLICATION FILING RECEIPT MAILED |
