WEALTH, THOUGHTFULLY MANAGED Trademark
Trademark Overview
On Tuesday, July 30, 2019, a trademark application was filed for WEALTH, THOUGHTFULLY MANAGED with the United States Patent and Trademark Office. The USPTO has given the WEALTH, THOUGHTFULLY MANAGED trademark a serial number of 88549996. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, June 6, 2025. This trademark is owned by 21 West Wealth Management LLC. The WEALTH, THOUGHTFULLY MANAGED trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 88549996 |
| Word Mark | WEALTH, THOUGHTFULLY MANAGED |
| Filing Date | Tuesday, July 30, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, June 6, 2025 |
| Registration Number | 5984223 |
| Registration Date | Tuesday, February 11, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 26, 2019 |
Trademark Statements
| Pseudo Mark | WEALTH THOUGHT FULLY MANAGED |
| Goods and Services | Financial services, namely, wealth management services |
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 | Saturday, August 10, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2019 |
| First Use In Commerce Date | Monday, July 1, 2019 |
Trademark Owner History
| Party Name | 21 West Wealth Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92604 |
| Party Name | 21 West Wealth Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92604 |
| Party Name | 21 West Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92604 |
Trademark Events
| Event Date | Event Description |
| Friday, August 2, 2019 | NEW APPLICATION ENTERED |
| Thursday, October 17, 2019 | ASSIGNED TO EXAMINER |
| Friday, October 18, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, August 10, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 6, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 26, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 26, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 11, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 11, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 18, 2025 | TEAS SECTION 8 RECEIVED |
| Friday, June 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, June 6, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, June 6, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
