XWEALTH Trademark

Trademark Overview

On Thursday, January 23, 2025, a trademark application was filed for XWEALTH with the United States Patent and Trademark Office. The USPTO has given the XWEALTH trademark a serial number of 99015704. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, July 8, 2025. This trademark is owned by XWealth. The XWEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Fiduciary services, namely, fiduciary representative services; Estate planning; Strategic corporate financial advisory services; Processing, administering and managing employee benefit plans concerning insurance and finance
xwealth

General Information

Serial Number99015704
Word MarkXWEALTH
Filing DateThursday, January 23, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, July 8, 2025
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 MarkX WEALTH
Goods and ServicesFinancial advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Management of private equity funds; Fiduciary services, namely, fiduciary representative services; Estate planning; Strategic corporate financial advisory services; Processing, administering and managing employee benefit plans concerning insurance and finance

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 23, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameXWealth
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLake Forest, CA 92630

Trademark Events

Event DateEvent Description
Thursday, January 23, 2025NEW APPLICATION ENTERED
Thursday, January 23, 2025APPLICATION FILING RECEIPT MAILED
Thursday, June 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, July 8, 2025NON-FINAL ACTION WRITTEN
Tuesday, July 8, 2025NON-FINAL ACTION E-MAILED
Tuesday, July 8, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 3, 2025ASSIGNED TO EXAMINER

Related Keywords

xwealth services financial private funds advisory fiduciary investment planning equity administering