PRESILIUM FAMILY OFFICE
Live / Allowed — Notice of allowance issued (as of 30 Dec 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 16 Jan 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99003711
- Mark type
- Design + words
- Filed
- 16 Jan 2025
- Published for opposition
- 04 Nov 2025
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, and estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, financial planning for educational expenses, generational transfer planning, strategic financial advisory services in the field of stock options, financial portfolio management, and financial investment advisory services about sustainable and responsible investing
- Class 041 — Education and entertainment services: Wealth education, namely, online classes in the field of financial wealth planning
- Class 045 — Legal and security services: Investment security services, namely, fiduciary compliance consulting services in the field of federal securities investment regulations
Owner
- Presilium Private Wealth, LLC, Radnor, PA, US
- Presilium Private Wealth, LLC, Radnor, PA, US
Prosecution history
- 30 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 04 Nov 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Nov 2025 — PUBLISHED FOR OPPOSITION
- 29 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Oct 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 01 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 01 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 01 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 01 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 01 Jul 2025 — NON-FINAL ACTION E-MAILED
- 01 Jul 2025 — NON-FINAL ACTION WRITTEN
- 26 Jun 2025 — ASSIGNED TO EXAMINER
- 18 Jun 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 18 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Jan 2025 — NEW APPLICATION ENTERED