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 PUBLISHED FOR OPPOSITION as of Tuesday, April 14, 2026. 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 14, 2026 |
| 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 | Tuesday, April 14, 2026 |
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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Haddonfield, NJ 08033
US |
| Party Name | REF Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Haddonfield, NJ 08033
US |
Trademark Events
| Event Date | Event Description |
| Monday, November 3, 2025 | NEW APPLICATION ENTERED |
| Monday, November 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, November 19, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, November 19, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, November 19, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 17, 2026 | ASSIGNED TO EXAMINER |
| Friday, March 20, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 8, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 14, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 14, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
