Who owns the SHELTER WEALTH STRATEGIES trademark?

The SHELTER WEALTH STRATEGIES trademark is owned by Shelter Wealth Strategies, LLC.

What class is the SHELTER WEALTH STRATEGIES trademark registered in?

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

What is the serial number for SHELTER WEALTH STRATEGIES?

The USPTO serial number for SHELTER WEALTH STRATEGIES is 99501037.

What is the registration number for SHELTER WEALTH STRATEGIES?

SHELTER WEALTH STRATEGIES is registered under USPTO registration number 0.

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Updated Oct 7, 2026·32 searches this week

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SHE

USPTO Trademark Record

PENDING

SHELTER WEALTH STRATEGIES

SN 99501037·Reg 0·Filed Nov 17, 2025

Owner Shelter Wealth Strategies, LLC

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

SHELTER WEALTH STRATEGIES (Serial No. 99501037), Registration No. 0, is a pending US trademark filed on Nov 17, 2025 by Shelter Wealth Strategies, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Office Action response: November 06, 202629 days remaining

Mark Intelligence

SHELTER WEALTH STRATEGIES (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Nov 17, 2025

SERIAL

99501037

REG#

Filing Information

StatusPENDING

Filing DateNov 17, 2025

Serial Number99501037

Registration No.0

Status DateAug 06, 2026

Mark TypeStandard characters

Status DescriptionLive and pending, final refusal mailed

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: Oct 31, 2025

First use in commerce: Oct 31, 2025

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

13 events

FINAL REFUSAL WRITTEN

Aug 06, 2026

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Aug 06, 2026

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Aug 06, 2026

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 25, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 25, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 25, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Mar 25, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 25, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 25, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Mar 24, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Nov 17, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 17, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Nov 17, 2025

APPLICATION FILING RECEIPT MAILED

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