Who owns the ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark?

The ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark is owned by HENDERSHOTT WEALTH MANAGEMENT, LLC.

What class is the ULTRA TAX EFFICIENT WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for ULTRA TAX EFFICIENT WEALTH MANAGEMENT?

The USPTO serial number for ULTRA TAX EFFICIENT WEALTH MANAGEMENT is 99065130.

What is the registration number for ULTRA TAX EFFICIENT WEALTH MANAGEMENT?

ULTRA TAX EFFICIENT WEALTH MANAGEMENT is registered under USPTO registration number 8002768.

ULT

USPTO Trademark Record

REGISTERED

ULTRA TAX EFFICIENT WEALTH MANAGEMENT

SN 99065130·Reg 8002768·Filed Mar 03, 2025

Owner HENDERSHOTT WEALTH MANAGEMENT, LLC

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

ULTRA TAX EFFICIENT WEALTH MANAGEMENT (Serial No. 99065130), Registration No. 8002768, is a registered US trademark filed on Mar 03, 2025 by HENDERSHOTT WEALTH MANAGEMENT, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: October 28, 2031

Mark Intelligence

ULTRA TAX EFFICIENT WEALTH MANAGEMENT (Reg. #8002768) is a registered US trademark that has been protecting its owner, HENDERSHOTT WEALTH MANAGEMENT, 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

Mar 03, 2025

SERIAL

99065130

REG#

8002768

REGISTERED

Oct 28, 2025

Owner

Applicant

HENDERSHOTT WEALTH MANAGEMENT, LLC

Entity

LLC

State

Address

11 Municipal Drive, Ste 200, PMB1018, Fishers, IN, 46038

Country

Attorney

NameERIK MICHAEL PELTON

Law firm

ERIK MICHAEL PELTON ERIK M. PELTON & ASSOCIATES, PLLC

Address

PO Box 100637, Arlington, VA 22210, 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

StatusREGISTERED

Filing DateMar 03, 2025

Serial Number99065130

Registration No.8002768

Registration DateOct 28, 2025

Status DateOct 28, 2025

Published for OppositionSep 09, 2025

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 31, 2025

First use in commerce: Jan 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.

Status History

10 events

REGISTERED-PRINCIPAL REGISTER

Oct 28, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Oct 28, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Sep 09, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 09, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 03, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 12, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Aug 05, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 24, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 03, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 03, 2025

APPLICATION FILING RECEIPT MAILED

ULTRA TAX EFFICIENT WEALTH MANAGEMENT

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks by HENDERSHOTT WEALTH MANAGEMENT, LLC

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

Other Marks by ERIK MICHAEL PELTON

Resources

Company