WEALTH STRATEGY PARTNERS Trademark

Trademark Overview


On Tuesday, June 10, 2025, a trademark application was filed for WEALTH STRATEGY PARTNERS with the United States Patent and Trademark Office. The USPTO has given the WEALTH STRATEGY PARTNERS trademark a serial number of 99226321. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 10, 2025. This trademark is owned by WS Partners, LLC. The WEALTH STRATEGY PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial administration of retirement plans; Individual retirement account services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Advice relating to investments; Investment advisory services; Investment advice; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Estate planning; Insurance consultation; Insurance brokerage
wealth strategy partners

General Information


Serial Number99226321
Word MarkWEALTH STRATEGY PARTNERS
Filing DateTuesday, June 10, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, June 10, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of 2-dimensional image of a rook above the words Wealth Strategy Partners.
Section 2(f) Limitation StatementWEALTH STRATEGY PARTNERS
Goods and ServicesFinancial planning; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial administration of retirement plans; Individual retirement account services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Advice relating to investments; Investment advisory services; Investment advice; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Estate planning; Insurance consultation; Insurance brokerage

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 10, 2025
Primary Code036
First Use Anywhere DateMonday, June 9, 2025
First Use In Commerce DateMonday, June 9, 2025

Trademark Owner History


Party NameWS Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97223

Trademark Events


Event DateEvent Description
Tuesday, June 10, 2025NEW APPLICATION ENTERED
Tuesday, June 10, 2025APPLICATION FILING RECEIPT MAILED