WEALTHTREE Trademark

Trademark Overview

On Sunday, February 24, 2019, a trademark application was filed for WEALTHTREE with the United States Patent and Trademark Office. The USPTO has given the WEALTHTREE trademark a serial number of 88313579. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, November 14, 2025. This trademark is owned by WEALTHTREE ADVISORS LLC. The WEALTHTREE trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting
wealthtree

General Information

Serial Number88313579
Word MarkWEALTHTREE
Filing DateSunday, February 24, 2019
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, November 14, 2025
Registration Number5933979
Registration DateTuesday, December 10, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 18, 2019

Trademark Statements

Goods and ServicesFinancial consulting
Pseudo MarkWEALTH TREE

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 15, 2019
Primary Code036
First Use Anywhere DateSunday, December 2, 2018
First Use In Commerce DateSunday, December 2, 2018

Trademark Owner History

Party NameWEALTHTREE, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressKEY BISCAYNE, FL 33149
Party NameWEALTHTREE ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressKEY BISCAYNE, FL 33149
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressKey Biscayne, FL 33149
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressKey Biscayne, FL 33149
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressKey Biscayne, FL 33149

Trademark Events

Event DateEvent Description
Wednesday, February 27, 2019NEW APPLICATION ENTERED
Friday, March 15, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, May 5, 2019ASSIGNED TO EXAMINER
Thursday, May 9, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 29, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 18, 2019PUBLISHED FOR OPPOSITION
Tuesday, June 18, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 13, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sunday, September 22, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, October 10, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sunday, September 22, 2019USE AMENDMENT FILED
Friday, October 11, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, November 4, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 5, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 10, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, February 16, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 18, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, July 29, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, July 29, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 29, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 29, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, July 29, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 10, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 29, 2025TEAS SECTION 8 & 15 RECEIVED
Friday, November 14, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, November 14, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, November 14, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

wealthtree consulting financial