WEALTH & WISDOM STRATEGIES Trademark
Trademark Overview
On Saturday, January 10, 2026, a trademark application was filed for WEALTH & WISDOM STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the WEALTH & WISDOM STRATEGIES trademark a serial number of 99587871. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, January 10, 2026. The WEALTH & WISDOM STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99587871 |
| Word Mark | WEALTH & WISDOM STRATEGIES |
| Filing Date | Saturday, January 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Saturday, January 10, 2026 |
| 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 |
Trademark Statements
| Indication of Colors claimed | The color(s) The colors teal and gray are claimed as a feature of the mark. is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of The mark consists of a stylized design featuring the words “Wealth & Wisdom Strategies” and a graphic element in teal and gray. |
| Goods and Services | Financial planning and investment advisory 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, January 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Granbury, TX 76049 |
Trademark Events
| Event Date | Event Description |
| Saturday, January 10, 2026 | NEW APPLICATION ENTERED |
| Saturday, January 10, 2026 | APPLICATION FILING RECEIPT MAILED |
