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
General Information
| Serial Number | 99797610 |
| Word Mark | WINNACLE WEALTH |
| Filing Date | Thursday, April 30, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 30, 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 | PINNACLE WEALTH |
| Goods and Services | Tax planning; Tax consultation; Tax consulting services |
| NOT AVAILABLE | "Wealth" |
| Goods and 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 |
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 | Thursday, April 30, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, April 22, 2026 |
| First Use In Commerce Date | Wednesday, April 22, 2026 |
| 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 | Thursday, April 30, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 22, 2026 |
| First Use In Commerce Date | Wednesday, April 22, 2026 |
Trademark Owner History
| Party Name | Winnacle Wealth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waco, TX 76712 US |
Trademark Events
| Event Date | Event Description |
| Thursday, April 30, 2026 | NEW APPLICATION ENTERED |
| Thursday, April 30, 2026 | APPLICATION FILING RECEIPT MAILED |