Who owns the INTEGRATED WEALTH MANAGEMENT trademark?

The INTEGRATED WEALTH MANAGEMENT trademark is owned by Vogel Consulting Group, S.C..

What is the serial number for INTEGRATED WEALTH MANAGEMENT?

The USPTO serial number for INTEGRATED WEALTH MANAGEMENT is 99785215.

What is the registration number for INTEGRATED WEALTH MANAGEMENT?

INTEGRATED WEALTH MANAGEMENT is registered under USPTO registration number 0.

INT

USPTO Trademark Record

PENDING

INTEGRATED WEALTH MANAGEMENT

Q: What class is the INTEGRATED WEALTH MANAGEMENT trademark registered in?

The INTEGRATED WEALTH MANAGEMENT trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 99785215·Reg 0·Filed Apr 24, 2026

Owner Vogel Consulting Group, S.C.

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

INTEGRATED WEALTH MANAGEMENT (Serial No. 99785215), Registration No. 0, is a pending US trademark filed on Apr 24, 2026 by Vogel Consulting Group, S.C.. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

Mark Intelligence

INTEGRATED WEALTH MANAGEMENT (Reg. #0) is a pending US trademark that was filed in 2026 and is currently under USPTO examination. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se....

FILED

Apr 24, 2026

SERIAL

99785215

REG#

REGISTERED

Dec 31, 1969

Owner

Applicant

Vogel Consulting Group, S.C.

Entity

Corporation

State

Address

3415 Gateway Road, Ste. 200, Brookfield, WI, 53045

Country

Attorney

Law firm

Vogel Consulting Group, S.C.

Address

3415 Gateway Road, Ste. 200, Brookfield, WI 53045, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusPENDING

Filing DateApr 24, 2026

Serial Number99785215

Registration No.0

Registration DateDec 31, 1969

Status DateAug 10, 2026

Mark TypeStandard characters

Status DescriptionLive and pending, response after non-final action entered

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

—

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: May 10, 2013

First use in commerce: Jun 12, 2013

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 10, 2013

First use in commerce: Jun 12, 2013

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.

Status History

14 events

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 10, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 10, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 10, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jun 27, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 27, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 27, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

REQUEST FOR SPECIAL HANDLING - GRANTED

Jun 26, 2026

REQUEST FOR SPECIAL HANDLING - GRANTED

ASSIGNED TO EXAMINER

Jun 26, 2026

ASSIGNED TO EXAMINER

Jun 26, 2026

ASSIGNED TO EXAMINER

ASSIGNED TO PETITION STAFF

Jun 23, 2026

ASSIGNED TO PETITION STAFF

NEW APPLICATION ENTERED

Apr 24, 2026

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 24, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 24, 2026

APPLICATION FILING RECEIPT MAILED

TEAS REQUEST TO MAKE SPECIAL RECEIVED

Apr 24, 2026

TEAS REQUEST TO MAKE SPECIAL RECEIVED

INTEGRATED WEALTH MANAGEMENT

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by Vogel Consulting Group, S.C.

Other Marks in Class 035 — Advertising, business management & retail services

Resources

Company