WEALTH EFFICIENCY PLANNING Trademark
Trademark Overview
On Wednesday, February 4, 2026, a trademark application was filed for WEALTH EFFICIENCY PLANNING with the United States Patent and Trademark Office. The USPTO has given the WEALTH EFFICIENCY PLANNING trademark a serial number of 99634462. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, February 4, 2026. The WEALTH EFFICIENCY PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial advisory and consultancy services, namely, financial management and planning for individuals and families.
General Information
| Serial Number | 99634462 |
| Word Mark | WEALTH EFFICIENCY PLANNING |
| Filing Date | Wednesday, February 4, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, February 4, 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
| Goods and Services | Financial planning; Financial advisory and consultancy services, namely, financial management and planning for individuals and families. |
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 | Wednesday, February 4, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Vancouver, WA 98685 |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 4, 2026 | NEW APPLICATION ENTERED |
| Wednesday, February 4, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 4, 2026 | APPLICATION FILING RECEIPT MAILED |
