WISE FAMILY FINANCIAL LEADERSHIP Trademark
Trademark Overview
On Wednesday, February 4, 2026, a trademark application was filed for WISE FAMILY FINANCIAL LEADERSHIP with the United States Patent and Trademark Office. The USPTO has given the WISE FAMILY FINANCIAL LEADERSHIP trademark a serial number of 99633564. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, June 2, 2026. This trademark is owned by Institute for Preparing Heirs. The WISE FAMILY FINANCIAL LEADERSHIP trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Education services, namely, providing workshops, seminars, presentations, reading material, and advice to wealth advisors, families, and women in the field of financial leadership and generational wealth transfer planning.
Providing information in the field of wealth management for women and their financial advisors.
General Information
| Serial Number | 99633564 |
| Word Mark | WISE FAMILY FINANCIAL LEADERSHIP |
| Filing Date | Wednesday, February 4, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 2, 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
| Goods and Services | Education services, namely, providing workshops, seminars, presentations, reading material, and advice to wealth advisors, families, and women in the field of financial leadership and generational wealth transfer planning. |
| Goods and Services | Providing information in the field of wealth management for women and their financial advisors. |
Classification Information
| 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 | Wednesday, February 4, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 5, 2026 |
| First Use In Commerce Date | Monday, January 5, 2026 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 4, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, January 5, 2026 |
| First Use In Commerce Date | Monday, January 5, 2026 |
Trademark Owner History
| Party Name | Institute for Preparing Heirs |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pasadena, CA 91106
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 4, 2026 | NEW APPLICATION ENTERED |
| Wednesday, February 4, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 4, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, June 2, 2026 | ASSIGNED TO EXAMINER |
