| Serial Number | 97730025 |
| Word Mark | WEALTH OS |
| Filing Date | Friday, December 23, 2022 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, December 16, 2025 |
| 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 |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation |
| NOT AVAILABLE | "WEALTH OS" |
| Indication of Colors claimed | The color(s) blue and white is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of a hexagon design in white and blue and the words "WEALTH OS" to the right in white; all in a blue background. |
| 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, January 19, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | WEALTHOS LIMITED |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Caterham CR36GD GB |
| Event Date | Event Description |
| Tuesday, December 27, 2022 | NEW APPLICATION ENTERED |
| Thursday, January 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 20, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 22, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, November 14, 2023 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 14, 2023 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 14, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, March 24, 2024 | SUSPENSION LETTER WRITTEN |
| Sunday, March 24, 2024 | LETTER OF SUSPENSION E-MAILED |
| Sunday, March 24, 2024 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Tuesday, January 21, 2025 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Monday, June 30, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 22, 2025 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Thursday, July 31, 2025 | SUSPENSION INQUIRY WRITTEN |
| Thursday, July 31, 2025 | INQUIRY TO SUSPENSION E-MAILED |
| Thursday, July 31, 2025 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED |
| Wednesday, August 13, 2025 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Monday, August 25, 2025 | ASSIGNED TO LIE |
| Monday, August 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 4, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, September 4, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, September 4, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 16, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |