Who owns the MODERN WEALTH MANAGEMENT trademark?

The MODERN WEALTH MANAGEMENT trademark is owned by MODERN WEALTH MANAGEMENT AZ LLC.

What class is the MODERN WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for MODERN WEALTH MANAGEMENT?

The USPTO serial number for MODERN WEALTH MANAGEMENT is 99031176.

What is the registration number for MODERN WEALTH MANAGEMENT?

MODERN WEALTH MANAGEMENT is registered under USPTO registration number 8173591.

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USPTO Trademark Record

REGISTERED

MODERN WEALTH MANAGEMENT

SN 99031176·Reg 8173591·Filed Feb 06, 2025

Owner MODERN WEALTH MANAGEMENT AZ LLC

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

MODERN WEALTH MANAGEMENT (Serial No. 99031176), Registration No. 8173591, is a registered US trademark filed on Feb 06, 2025 by MODERN WEALTH MANAGEMENT AZ LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 17, 2032

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MODERN WEALTH MANAGEMENT (Reg. #8173591) is a registered US trademark that has been protecting its owner, MODERN WEALTH MANAGEMENT AZ LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 06, 2025

SERIAL

99031176

REG#

8173591

REGISTERED

Mar 17, 2026

Filing Information

StatusREGISTERED

Filing DateFeb 06, 2025

Serial Number99031176

Registration No.8173591

Registration DateMar 17, 2026

Status DateMar 17, 2026

Published for OppositionOct 14, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 01, 2020

First use in commerce: Jan 01, 2021

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.

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Status History

25 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

May 06, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

Mar 17, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 17, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

Feb 22, 2026

EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED

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

Feb 17, 2026

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 17, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 17, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

EXTENSION OF TIME TO OPPOSE RECEIVED

Nov 12, 2025

EXTENSION OF TIME TO OPPOSE RECEIVED

PUBLISHED FOR OPPOSITION

Oct 14, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 14, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 08, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 16, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 15, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 15, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 15, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 12, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 12, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 12, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jul 23, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 23, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 23, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jul 16, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Feb 06, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Feb 06, 2025

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 06, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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