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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, February 4, 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.
wise family financial leadership

General Information

Serial Number99633564
Word MarkWISE FAMILY FINANCIAL LEADERSHIP
Filing DateWednesday, February 4, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, February 4, 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

Goods and ServicesEducation 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 ServicesProviding information in the field of wealth management for women and their financial advisors.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 4, 2026
Primary Code036
First Use Anywhere DateMonday, January 5, 2026
First Use In Commerce DateMonday, January 5, 2026
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, February 4, 2026
Primary Code041
First Use Anywhere DateMonday, January 5, 2026
First Use In Commerce DateMonday, January 5, 2026

Trademark Owner History

Party NameInstitute for Preparing Heirs
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91106

Trademark Events

Event DateEvent Description
Wednesday, February 4, 2026NEW APPLICATION ENTERED
Wednesday, February 4, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 4, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

leadership financial family wise wealth women field advisors providing transfer generational planning