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
General Information
| Serial Number | 99226321 |
| Word Mark | WEALTH STRATEGY PARTNERS |
| Filing Date | Tuesday, June 10, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of 2-dimensional image of a rook above the words Wealth Strategy Partners. |
| Section 2(f) Limitation Statement | WEALTH STRATEGY PARTNERS |
| Goods and Services | 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 |
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 | Tuesday, June 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 9, 2025 |
| First Use In Commerce Date | Monday, June 9, 2025 |
Trademark Owner History
| Party Name | WS Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portland, OR 97223 |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 10, 2025 | NEW APPLICATION ENTERED |
| Tuesday, June 10, 2025 | APPLICATION FILING RECEIPT MAILED |
