Who owns the WEALTH ENTERPRISE trademark?

The WEALTH ENTERPRISE trademark is owned by W.E. FAMILY OFFICES HOLDINGS, LLC.

What class is the WEALTH ENTERPRISE trademark registered in?

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

What is the serial number for WEALTH ENTERPRISE?

The USPTO serial number for WEALTH ENTERPRISE is 88002408.

What is the registration number for WEALTH ENTERPRISE?

WEALTH ENTERPRISE is registered under USPTO registration number 5923936.

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USPTO Trademark Record

REGISTERED

WEALTH ENTERPRISE

SN 88002408·Reg 5923936·Filed Jun 15, 2018

Owner W.E. FAMILY OFFICES HOLDINGS, LLC

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

WEALTH ENTERPRISE (Serial No. 88002408), Registration No. 5923936, is a registered US trademark filed on Jun 15, 2018 by W.E. FAMILY OFFICES HOLDINGS, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: December 03, 2029

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WEALTH ENTERPRISE (Reg. #5923936) is a registered US trademark that has been protecting its owner, W.E. FAMILY OFFICES HOLDINGS, LLC, since 2018. 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

Jun 15, 2018

SERIAL

88002408

REG#

5923936

REGISTERED

Dec 03, 2019

Filing Information

StatusREGISTERED

Filing DateJun 15, 2018

Serial Number88002408

Registration No.5923936

Registration DateDec 03, 2019

Status DateDec 11, 2025

Published for OppositionSep 17, 2019

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 04, 2013

First use in commerce: Dec 04, 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.

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Status History

35 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 11, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Dec 11, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Dec 11, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

Sep 05, 2025

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Dec 03, 2024

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

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

Apr 01, 2022

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 01, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Apr 01, 2022

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 01, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Dec 03, 2019

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Sep 17, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 17, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 28, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Aug 09, 2019

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 31, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 30, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jul 29, 2019

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 29, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

EXAMINERS AMENDMENT -WRITTEN

Apr 10, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Apr 10, 2019

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 10, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Apr 10, 2019

EXAMINER'S AMENDMENT ENTERED

FINAL REFUSAL WRITTEN

Apr 10, 2019

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Apr 10, 2019

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Apr 10, 2019

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 04, 2019

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 03, 2019

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 03, 2019

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO EXAMINER

Oct 03, 2018

ASSIGNED TO EXAMINER

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

Oct 03, 2018

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY

Oct 03, 2018

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

Oct 03, 2018

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

Oct 03, 2018

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 21, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 19, 2018

NEW APPLICATION ENTERED

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