VANTALITH WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, March 30, 2026, a trademark application was filed for VANTALITH WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VANTALITH WEALTH MANAGEMENT trademark a serial number of 99733767. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 30, 2026. This trademark is owned by VANTALITH WEALTH MANAGEMENT, LLC. The VANTALITH WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; financial planning and investment advisory services; financial portfolio management; financial asset management; wealth management services; retirement planning services; estate planning services; financial risk management services; capital investment consulting; alternative investment consulting; financial consulting services in the field of equity compensation and employee benefits; business succession planning and exit planning advisory services; insurance brokerage and consultancy services; providing information and advice in the field of insurance; cash management services; financial planning and consulting services for individuals, families, and businesses; financial advisory services relating to corporate and employee benefit programs, including group insurance and retirement plans; private placement services for securities and financial instruments for others; family office services, namely, financial management, investment advisory, and financial ...
General Information
| Serial Number | 99733767 |
| Word Mark | VANTALITH WEALTH MANAGEMENT |
| Filing Date | Monday, March 30, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 30, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Investment advisory services; financial planning and investment advisory services; financial portfolio management; financial asset management; wealth management services; retirement planning services; estate planning services; financial risk management services; capital investment consulting; alternative investment consulting; financial consulting services in the field of equity compensation and employee benefits; business succession planning and exit planning advisory services; insurance brokerage and consultancy services; providing information and advice in the field of insurance; cash management services; financial planning and consulting services for individuals, families, and businesses; financial advisory services relating to corporate and employee benefit programs, including group insurance and retirement plans; private placement services for securities and financial instruments for others; family office services, namely, financial management, investment advisory, and financial planning services for high net worth individuals and families |
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, March 30, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | VANTALITH WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Colorado Springs, CO 80920
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 30, 2026 | NEW APPLICATION ENTERED |
| Monday, March 30, 2026 | APPLICATION FILING RECEIPT MAILED |
