FAMILY WEALTH STRATEGISTS
Live / Applied — New application — not yet assigned to an examiner (as of 09 Mar 2026)
What this means for you
Not registered yet, but its 09 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99692173
- Mark type
- Design + words
- Filed
- 09 Mar 2026
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, consultation relating to retirement planning, estate planning coordination services, consultation relating to trust and asset management, tax planning coordination services, and financial decision-making guidance for families and high-net-worth individuals.
Owner
- Family Wealth Strategists, LLC, Newport Beach, CA, US
Prosecution history
- 09 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 09 Mar 2026 — NEW APPLICATION ENTERED