WEALTH & WISDOM WAY Trademark
Trademark Overview
On Monday, February 2, 2026, a trademark application was filed for WEALTH & WISDOM WAY with the United States Patent and Trademark Office. The USPTO has given the WEALTH & WISDOM WAY trademark a serial number of 99628977. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, June 13, 2026. This trademark is owned by Elizabeth Delgado LLC. The WEALTH & WISDOM WAY trademark is filed in the Insurance & Financial Services category with the following description:
a subscription model offering financial planning at a basic or advanced level for individuals, families, and/or businesses to guide them through the complexities of wealth strategy, tax and estate planning, advanced tax strategies, and retirement planning for businesses, as well as planning for education, legacy, and charitable giving.
General Information
| Serial Number | 99628977 |
| Word Mark | WEALTH & WISDOM WAY |
| Filing Date | Monday, February 2, 2026 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Saturday, June 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | WEALTH AND WISDOM WAY |
| Goods and Services | a subscription model offering financial planning at a basic or advanced level for individuals, families, and/or businesses to guide them through the complexities of wealth strategy, tax and estate planning, advanced tax strategies, and retirement planning for businesses, as well as planning for education, legacy, and charitable giving. |
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 | Monday, February 2, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 31, 2025 |
| First Use In Commerce Date | Sunday, August 31, 2025 |
Trademark Owner History
| Party Name | Elizabeth Delgado LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Las Vegas, NV 89128
US |
Trademark Events
| Event Date | Event Description |
| Monday, February 2, 2026 | NEW APPLICATION ENTERED |
| Monday, February 2, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, May 29, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, May 30, 2026 | ASSIGNED TO EXAMINER |
| Saturday, June 13, 2026 | NON-FINAL ACTION WRITTEN |
| Saturday, June 13, 2026 | NON-FINAL ACTION E-MAILED |
| Saturday, June 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
