WAVE WEALTH Trademark

Trademark Overview


On Monday, November 18, 2024, a trademark application was filed for WAVE WEALTH with the United States Patent and Trademark Office. The USPTO has given the WAVE WEALTH trademark a serial number of 98859216. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, July 16, 2025. This trademark is owned by Wave Wealth Management, LLC. The WAVE WEALTH 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 and acquisition 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.
wave wealth

General Information


Serial Number98859216
Word MarkWAVE WEALTH
Filing DateMonday, November 18, 2024
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateWednesday, July 16, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


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
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 and acquisition 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 AVAILABLEWEALTH

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 DateFriday, January 1, 2021
First Use In Commerce DateFriday, January 1, 2021

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 DateFriday, January 1, 2021
First Use In Commerce DateFriday, January 1, 2021

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
Monday, November 18, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, April 29, 2025NON-FINAL ACTION WRITTEN
Tuesday, April 29, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 24, 2025ASSIGNED TO EXAMINER
Tuesday, April 29, 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