W WAVE WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, November 18, 2024, a trademark application was filed for W WAVE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the W WAVE WEALTH MANAGEMENT trademark a serial number of 98859380. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, July 16, 2025. This trademark is owned by Wave Wealth Management, LLC. The W WAVE WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial advice and consultancy services; Financial analysis and consultation; Financial risk management; Providing information in the field of finance; Financial risk assessment services; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial valuations; Financial planning for retirement; Financial services, namely, wealth management services; Investment management services; Financial advice relating to tax planning; financial consulting and advisory services relating to tax; Providing information in the field of employee financial benefit plans; Consulting services in the field of employee benefit plans concerning insurance and finance; Estate planning services

Accounting and accountancy services; Accounting consultation; Business management consulting; Business strategy and planning, consultancy and advisory services; Tax consulting and advisory services; Tax and taxation planning, advice, information and consultancy services; Business risk assessment and management services and consultation; Business merger, acquisition and divestiture consulting and advisory services; Business appraisal services; Consultancy and advisory services in the field of business strategy; Preparation of reports relating to investments for business purposes.
w wave wealth management

General Information


Serial Number98859380
Word MarkW WAVE WEALTH MANAGEMENT
Filing DateMonday, November 18, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateWednesday, July 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a stylized "W" presented in the form of a wavy ribbon of navy, white, and gray lines. To the right of the stylized "W" appears the capitalized word "WAVE" in large, thin navy blue letters, underneath which appear the words "WEALTH MANAGEMENT" in capitalized letters in smaller font in the color gray.
Goods and ServicesFinancial advice and consultancy services; Financial analysis and consultation; Financial risk management; Providing information in the field of finance; Financial risk assessment services; Financial consulting and advising in the field of mergers and acquisitions; Financial planning and investment advisory services; Financial valuations; Financial planning for retirement; Financial services, namely, wealth management services; Investment management services; Financial advice relating to tax planning; financial consulting and advisory services relating to tax; Providing information in the field of employee financial benefit plans; Consulting services in the field of employee benefit plans concerning insurance and finance; Estate planning services
Indication of Colors claimedThe color(s) blue, white, and gray is/are claimed as a feature of the mark.
Goods and ServicesAccounting and accountancy services; Accounting consultation; Business management consulting; Business strategy and planning, consultancy and advisory services; Tax consulting and advisory services; Tax and taxation planning, advice, information and consultancy services; Business risk assessment and management services and consultation; Business merger, acquisition and divestiture consulting and advisory services; Business appraisal services; Consultancy and advisory services in the field of business strategy; Preparation of reports relating to investments for business purposes.
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 18, 2024
Primary Code035
First Use Anywhere DateWednesday, January 24, 2018
First Use In Commerce DateWednesday, January 24, 2018

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 18, 2024
Primary Code036
First Use Anywhere DateWednesday, January 24, 2018
First Use In Commerce DateWednesday, January 24, 2018

Trademark Owner History


Party NameWave Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFrisco, TX 75034

Trademark Events


Event DateEvent Description
Monday, November 18, 2024NEW APPLICATION ENTERED
Thursday, May 8, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, May 8, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 12, 2025ASSIGNED TO EXAMINER
Tuesday, May 20, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 20, 2025NON-FINAL ACTION WRITTEN
Tuesday, May 20, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 15, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 15, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 16, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 16, 2025APPROVED FOR PUB - PRINCIPAL REGISTER