WEALTH ENTERPRISE Trademark

Trademark Overview

On Friday, June 15, 2018, a trademark application was filed for WEALTH ENTERPRISE with the United States Patent and Trademark Office. The USPTO has given the WEALTH ENTERPRISE trademark a serial number of 88002408. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, December 11, 2025. This trademark is owned by W.E. FAMILY OFFICES HOLDINGS, LLC. The WEALTH ENTERPRISE trademark is filed in the Insurance & Financial Services category with the following description:

Financial asset management; financial services, namely, wealth management services; financial planning, financial investment advice and financial advisory services all tailored to wealthy families; financial planning services; financial planning consultation
wealth enterprise

General Information

Serial Number88002408
Word MarkWEALTH ENTERPRISE
Filing DateFriday, June 15, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, December 11, 2025
Registration Number5923936
Registration DateTuesday, December 3, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 17, 2019

Trademark Statements

Goods and ServicesFinancial asset management; financial services, namely, wealth management services; financial planning, financial investment advice and financial advisory services all tailored to wealthy families; financial planning services; financial planning consultation
NOT AVAILABLE"WEALTH"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 21, 2018
Primary Code036
First Use Anywhere DateWednesday, December 4, 2013
First Use In Commerce DateWednesday, December 4, 2013

Trademark Owner History

Party NameW.E. FAMILY OFFICES HOLDINGS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMiami, FL 33131
Party NameW.E. FAMILY OFFICES HOLDINGS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMiami, FL 33131
Party NameW.E. FAMILY OFFICES HOLDINGS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMiami, FL 33131

Trademark Events

Event DateEvent Description
Tuesday, June 19, 2018NEW APPLICATION ENTERED
Thursday, June 21, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 3, 2018ASSIGNED TO EXAMINER
Wednesday, October 3, 2018EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Wednesday, October 3, 2018COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Wednesday, October 3, 2018EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, October 3, 2018NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, April 3, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 3, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 4, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 10, 2019EXAMINERS AMENDMENT -WRITTEN
Wednesday, April 10, 2019EXAMINERS AMENDMENT E-MAILED
Wednesday, April 10, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, April 10, 2019EXAMINER'S AMENDMENT ENTERED
Wednesday, April 10, 2019FINAL REFUSAL WRITTEN
Wednesday, April 10, 2019FINAL REFUSAL E-MAILED
Wednesday, April 10, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, July 29, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, July 29, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 30, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 31, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 9, 2019ASSIGNED TO LIE
Wednesday, August 28, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 17, 2019PUBLISHED FOR OPPOSITION
Tuesday, September 17, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 3, 2019REGISTERED-PRINCIPAL REGISTER
Friday, April 1, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 1, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 1, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, April 1, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 3, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 5, 2025TEAS SECTION 8 & 15 RECEIVED
Thursday, December 11, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 11, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, December 11, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

enterprise wealth financial services planning management tailored wealthy families consultation advisory advice