WEALTH ADVANCEMENT Trademark
Trademark Overview
On Friday, January 31, 2025, a trademark application was filed for WEALTH ADVANCEMENT with the United States Patent and Trademark Office. The USPTO has given the WEALTH ADVANCEMENT trademark a serial number of 99025609. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, December 16, 2025. This trademark is owned by Wealth Advancement, Inc.. The WEALTH ADVANCEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial investment brokerage services; Financial services, namely, wealth management services
General Information
| Serial Number | 99025609 |
| Word Mark | WEALTH ADVANCEMENT |
| Filing Date | Friday, January 31, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, December 16, 2025 |
| 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, December 16, 2025 |
Trademark Statements
| NOT AVAILABLE | WEALTH |
| Goods and Services | Financial advisory services; Financial investment brokerage services; Financial services, namely, wealth management services |
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 | Friday, January 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 5, 2022 |
| First Use In Commerce Date | Tuesday, July 5, 2022 |
Trademark Owner History
| Party Name | Wealth Advancement, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Sacramento, CA 95826 |
| Party Name | Wealth Advancement, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sacramento, CA 95826 |
Trademark Events
| Event Date | Event Description |
| Friday, January 31, 2025 | NEW APPLICATION ENTERED |
| Friday, January 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, July 11, 2025 | ASSIGNED TO EXAMINER |
| Sunday, July 27, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, July 27, 2025 | NON-FINAL ACTION E-MAILED |
| Sunday, July 27, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 12, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 12, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 10, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 16, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 16, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
