WINNACLE WEALTH Trademark

Trademark Overview


On Thursday, April 30, 2026, a trademark application was filed for WINNACLE WEALTH with the United States Patent and Trademark Office. The USPTO has given the WINNACLE WEALTH trademark a serial number of 99797610. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 30, 2026. This trademark is owned by Winnacle Wealth LLC. The WINNACLE WEALTH trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax planning; Tax consultation; Tax consulting services

Financial analysis; Financial consultancy; Financial planning; Financial consultation; Financial advice; Financial management; Financial planning consultation; Providing financial information; Financial portfolio management; Providing financial information and financial advice via a website; Financial planning for retirement; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial trust planning; Insurance information; Insurance consultancy; Insurance consultation; Financial advice on retirement; Financial retirement plan consulting services; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consulting services in the field of planned giving for non-profit and charitable organizations
winnacle wealth

General Information


Serial Number99797610
Word MarkWINNACLE WEALTH
Filing DateThursday, April 30, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, April 30, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Pseudo MarkPINNACLE WEALTH
Goods and ServicesTax planning; Tax consultation; Tax consulting services
NOT AVAILABLE"Wealth"
Goods and ServicesFinancial analysis; Financial consultancy; Financial planning; Financial consultation; Financial advice; Financial management; Financial planning consultation; Providing financial information; Financial portfolio management; Providing financial information and financial advice via a website; Financial planning for retirement; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial trust planning; Insurance information; Insurance consultancy; Insurance consultation; Financial advice on retirement; Financial retirement plan consulting services; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consulting services in the field of planned giving for non-profit and charitable organizations

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 30, 2026
Primary Code035
First Use Anywhere DateWednesday, April 22, 2026
First Use In Commerce DateWednesday, April 22, 2026

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 30, 2026
Primary Code036
First Use Anywhere DateWednesday, April 22, 2026
First Use In Commerce DateWednesday, April 22, 2026

Trademark Owner History


Party NameWinnacle Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWaco, TX 76712
US

Trademark Events


Event DateEvent Description
Thursday, April 30, 2026NEW APPLICATION ENTERED
Thursday, April 30, 2026APPLICATION FILING RECEIPT MAILED