WEALTHTECH CONCIERGE Trademark
Trademark Overview
On Sunday, January 25, 2026, a trademark application was filed for WEALTHTECH CONCIERGE with the United States Patent and Trademark Office. The USPTO has given the WEALTHTECH CONCIERGE trademark a serial number of 99613606. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, January 25, 2026. The WEALTHTECH CONCIERGE trademark is filed in the Advertising, Business and Retail Services category with the following description:
Business consulting services; Business development consulting services; Business consulting services for start-up companies; Business consulting services for digital transformation; Business assistance, advisory and consulting services in the field of financial technology (WealthTech)
General Information
| Serial Number | 99613606 |
| Word Mark | WEALTHTECH CONCIERGE |
| Filing Date | Sunday, January 25, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Sunday, January 25, 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 TECH CONCIERGE |
| Goods and Services | Business consulting services; Business development consulting services; Business consulting services for start-up companies; Business consulting services for digital transformation; Business assistance, advisory and consulting services in the field of financial technology (WealthTech) |
| NOT AVAILABLE | "WealthTech" and "Concierge" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, January 25, 2026 |
| Primary Code | 035 |
| 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 | West Chester, PA 19380
US |
Trademark Events
| Event Date | Event Description |
| Sunday, January 25, 2026 | NEW APPLICATION ENTERED |
| Sunday, January 25, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, May 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
