WEALTH ARCHITECT Trademark
Trademark Overview
On Thursday, March 26, 2026, a trademark application was filed for WEALTH ARCHITECT with the United States Patent and Trademark Office. The USPTO has given the WEALTH ARCHITECT trademark a serial number of 99727652. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, March 26, 2026. This trademark is owned by Wealth Architect Inc.. The WEALTH ARCHITECT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Financial planning; Financial advisory services
Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts
General Information
| Serial Number | 99727652 |
| Word Mark | WEALTH ARCHITECT |
| Filing Date | Thursday, March 26, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 26, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning; Financial advisory services |
| Description of Mark | The mark consists of a stylized infinity symbol to the left of the stylized words "WEALTH ARCHITECT". |
| Goods and Services | Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts |
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 | Thursday, March 26, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 2, 2026 |
| First Use In Commerce Date | Monday, February 2, 2026 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 26, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, February 2, 2026 |
| First Use In Commerce Date | Monday, February 2, 2026 |
Trademark Owner History
| Party Name | Wealth Architect Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dover, DE 19904
US |
Trademark Events
| Event Date | Event Description |
| Thursday, March 26, 2026 | NEW APPLICATION ENTERED |
| Thursday, March 26, 2026 | APPLICATION FILING RECEIPT MAILED |
