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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, January 23, 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
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, January 23, 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


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