Trademark Overview
On Friday, February 14, 2025, a trademark application was filed for WEALTH WITH OPTIONS with the United States Patent and Trademark Office. The USPTO has given the WEALTH WITH OPTIONS trademark a serial number of 99042292. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, February 14, 2025. This trademark is owned by Wealth With Options, LLC. The WEALTH WITH OPTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, employment changes and compensation analysis, corporate benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax
