WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. Trademark
Trademark Overview
On Friday, May 29, 2026, a trademark application was filed for WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. with the United States Patent and Trademark Office. The USPTO has given the WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. trademark a serial number of 99853405. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 29, 2026. This trademark is owned by Pathstone Family Office, LLC. The WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of ass...
General Information
| Serial Number | 99853405 |
| Word Mark | WEALTH ADVISORY. PLANNING FOR YOUR PREFERRED LIFE. PROSPERITY AS YOU DEFINE IT. |
| Filing Date | Friday, May 29, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, May 29, 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
| Pseudo Mark | WEALTH ADVISORY PLANNING FOR YOUR PREFERRED LIFE PROSPERITY AS YOU DEFINE IT |
| Goods and Services | Financial planning; financial planning consultation; financial planning for retirement; financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment advice; investment consultation; investment management; Debt management consultation; debt advisory services; Financial advice relating to tax; credit advisory services; financial forecasting; Financial wealth management services; Financial consultancy; Financial analysis; financial data analysis; financial portfolio analysis services; Providing financial information; Investment advisory services; Investment risk assessment services; Family office investment advisory services; Family office investment management services; Cash flow modeling and distribution planning; Liquidity event planning and liability management; Financial portfolio management; Investment of funds for others; Strategic allocation of assets for investment purposes; Selection of investment advisers for others; Development of purpose-driven investment strategies; philanthropic and charitable investment advisory services; Trust services; trust management; estate trust management; estate trust planning; trustee services; Estate planning; Fiduciary services; financial custody services; safe deposit box services; Insurance consultancy; insurance information; Insurance risk management; financial risk management; Real estate management |
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, May 29, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 8, 2025 |
| First Use In Commerce Date | Wednesday, October 8, 2025 |
Trademark Owner History
| Party Name | Pathstone Family Office, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Englewood, NJ 07631
US |
Trademark Events
| Event Date | Event Description |
| Friday, May 29, 2026 | NEW APPLICATION ENTERED |
| Friday, May 29, 2026 | APPLICATION FILING RECEIPT MAILED |
