WEALTH ATTORNEY Trademark
Trademark Overview
On Friday, August 29, 2025, a trademark application was filed for WEALTH ATTORNEY with the United States Patent and Trademark Office. The USPTO has given the WEALTH ATTORNEY trademark a serial number of 99366446. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, August 29, 2025. This trademark is owned by Universal Wealth. The WEALTH ATTORNEY trademark is filed in the Insurance & Financial Services, Personal and Legal & Social Services categories with the following description:
Financial consultancy services; Financial investment brokerage services; Financial analysis and research services
Attorney services, namely, representation of clients in estate planning, asset protection, and tax matters matters
General Information
| Serial Number | 99366446 |
| Word Mark | WEALTH ATTORNEY |
| Filing Date | Friday, August 29, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, August 29, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial consultancy services; Financial investment brokerage services; Financial analysis and research services |
| Goods and Services | Attorney services, namely, representation of clients in estate planning, asset protection, and tax matters matters |
| NOT AVAILABLE | "ATTORNEY" |
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, August 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 1, 2023 |
| First Use In Commerce Date | Monday, May 1, 2023 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 29, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | Monday, May 1, 2023 |
| First Use In Commerce Date | Monday, May 1, 2023 |
Trademark Owner History
| Party Name | Universal Wealth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waddell, AZ 85355 |
Trademark Events
| Event Date | Event Description |
| Friday, August 29, 2025 | NEW APPLICATION ENTERED |
| Friday, August 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 29, 2025 | APPLICATION FILING RECEIPT MAILED |
