Trademark Overview
On Monday, November 18, 2024, a trademark application was filed for WAVE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WAVE WEALTH MANAGEMENT trademark a serial number of 98859253. 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 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 and executive compensation and benefits 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.
