Who owns the SMALL WEALTH MANAGEMENT trademark?

The SMALL WEALTH MANAGEMENT trademark is owned by Joey Small.

What class is the SMALL WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for SMALL WEALTH MANAGEMENT?

The USPTO serial number for SMALL WEALTH MANAGEMENT is 99128523.

What is the registration number for SMALL WEALTH MANAGEMENT?

SMALL WEALTH MANAGEMENT is registered under USPTO registration number 8057075.

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SMA

USPTO Trademark Record

REGISTERED

SMALL WEALTH MANAGEMENT

SN 99128523·Reg 8057075·Filed Apr 09, 2025

Owner Joey Small

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

SMALL WEALTH MANAGEMENT (Serial No. 99128523), Registration No. 8057075, is a registered US trademark filed on Apr 09, 2025 by Joey Small. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

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Mark Intelligence

SMALL WEALTH MANAGEMENT (Reg. #8057075) is a registered US trademark that has been protecting its owner, Joey Small, 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

Apr 09, 2025

SERIAL

99128523

REG#

8057075

REGISTERED

Dec 09, 2025

Filing Information

StatusREGISTERED

Filing DateApr 09, 2025

Serial Number99128523

Registration No.8057075

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionOct 21, 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: Feb 28, 2025

First use in commerce: Feb 28, 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

14 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Oct 21, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 21, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 15, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Sep 20, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 20, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 20, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 20, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 20, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 04, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Apr 09, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 09, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 09, 2025

APPLICATION FILING RECEIPT MAILED

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Additional USPTO filings from the same owner.

SMA

SMALL WEALTH MANAGEMENT EST. 1999

99128576

Joey Small

REGISTERED

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