Trademark Overview

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On Monday, June 23, 2025, a trademark application was filed for WEALTHMETRIX with the United States Patent and Trademark Office. The USPTO has given the WEALTHMETRIX trademark a serial number of 99248226. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, June 23, 2025. The WEALTHMETRIX trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning

General Information

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Serial Number	99248226
Word Mark	WEALTHMETRIX
Filing Date	Monday, June 23, 2025
Status	630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status Date	Monday, June 23, 2025
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

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Goods and Services

Financial planning

Classification Information

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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, June 23, 2025
Primary Code	036
First Use Anywhere Date	Wednesday, May 14, 2025
First Use In Commerce Date	Wednesday, May 14, 2025

Trademark Owner History

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Party Name	NOT AVAILABLE
Party Type	10 - Original Applicant
Legal Entity Type	01 - Individual
Address	Rockwall, TX 75087

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Party Name	NOT AVAILABLE
Party Type	10 - Original Applicant
Legal Entity Type	01 - Individual
Address	Addison, TX 75001

Trademark Events

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Event Date	Event Description
Monday, June 23, 2025	NEW APPLICATION ENTERED
Monday, June 23, 2025	APPLICATION FILING RECEIPT MAILED

Related Keywords

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wealthmetrix planning financial