Who owns the COMPLETE WEALTH OPTIMIZATION trademark?

The COMPLETE WEALTH OPTIMIZATION trademark is owned by Wealth With Ease, LLC.

What class is the COMPLETE WEALTH OPTIMIZATION trademark registered in?

The COMPLETE WEALTH OPTIMIZATION trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for COMPLETE WEALTH OPTIMIZATION?

The USPTO serial number for COMPLETE WEALTH OPTIMIZATION is 90894127.

What is the registration number for COMPLETE WEALTH OPTIMIZATION?

COMPLETE WEALTH OPTIMIZATION is registered under USPTO registration number 6982269.

COMPLETE WEALTH OPTIMIZATION - Owned by Wealth With Ease, LLC - (Class 036)

What to file next

Section 8 declaration of continued use

When: Due between the fifth and sixth anniversary of registration.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed Section 8 cancels the registration, and there is no revival route for it.

How the Section 8 deadline works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 04, 2022

First use in commerce: Jan 04, 2022

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Status History

22 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 23, 2025

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 23, 2025

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 23, 2025

Code TCCA

REGISTERED-SUPPLEMENTAL REGISTER

Feb 14, 2023

Code R.SR

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 14, 2023

Code NRCS

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 12, 2023

Code PREV

ASSIGNED TO LIE

Jan 05, 2023

Code ALIE

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Dec 13, 2022

Code AAUA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Dec 12, 2022

Code CNTA

USE AMENDMENT ACCEPTED

Dec 12, 2022

Code IUAA

USE AMENDMENT FILED

Nov 09, 2022

Code IUAF

AMENDMENT TO USE PROCESSING COMPLETE

Nov 09, 2022

Code AUPC

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 09, 2022

Code TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 08, 2022

Code CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 08, 2022

Code TROA

TEAS AMENDMENT OF USE RECEIVED

Nov 08, 2022

Code EAAU

NON-FINAL ACTION WRITTEN

May 31, 2022

Code CNRT

NON-FINAL ACTION E-MAILED

May 31, 2022

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 31, 2022

Code GNRN

ASSIGNED TO EXAMINER

May 23, 2022

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 07, 2021

Code NWOS

NEW APPLICATION ENTERED

Aug 24, 2021

Code NWAP

Other Marks by Wealth With Ease, LLC

Additional USPTO filings from the same owner.

INV

INVESTING FROM A POSITION OF STRENGTH

85085583

Wealth With Ease LLC

REGISTERED

STR

STRENGTH BASED WEALTH MANAGEMENT

98220780

Wealth With Ease, LLC

REGISTERED

YOU

YOUR WEALTH. OPTIMIZED

90893912

Wealth With Ease, LLC

REGISTERED

THE

THE STAGES OF FINANCIAL FREEDOM FOUNDATION STAGE GROWTH STAGE TRANSITION STAGE SECURITY STAGE DISTRIBUTION STAGE RUNAWAY GROWTH GROWTH MAINTENANCE CONTROLLED DEPLETION UNCONTROLLED DEPLETION PEAK GROWTH EARTY GROWTH NETWORTH TIME

76004139

WEALTH WITH EASE, LLC

REGISTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

WEA

WEALTH OPTIMIZATION PLAN

90523624

Wealth With Ease, LLC

REGISTERED

COM

COMPLETE WEALTH SOLUTION

90523606

Wealth With Ease, LLC

REGISTERED

WOR

WORKFORCE OPTIMIZATION

85767393

Insperity, Inc.

REGISTERED

DCO

DC OPTIMIZATION

85521196

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

REGISTERED

Other Marks by Jennifer E. Schlatter

Additional USPTO filings handled by the same attorney of record.

FLO

FLOURISH 360

90855785

REGISTERED

DOU

DOUBLE BEAR

88764355

REGISTERED

TER

TERRAPIN CARE STATION

86977332

REGISTERED

TER

TERRAPIN CARE STATION

86977512

REGISTERED

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COMPLETE WEALTH OPTIMIZATION

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by Wealth With Ease, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Jennifer E. Schlatter

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

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