ELM WEALTH ADVISORY
LIVE

Serial Number

99850581

Owner

Elm Wealth Advisory, LLC

First Use Date

Sep 1, 2025

Filing Date

May 28, 2026

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ELM WEALTH ADVISORY Trademark

Serial Number: 99850581

ELM WEALTH ADVISORY is a trademark filed by Elm Wealth Advisory, LLC on May 28, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Elm Wealth Advisory, LLC

800 Village Square Crossing
Palm Beach Gardens, FL 33410

Entity Type: 16

Trademark Details

Filing Date

May 28, 2026

Registration Date

Not Registered

First Use Anywhere

September 1, 2025

First Use in Commerce

September 1, 2025

Goods & Services

Financial consultancy services; Financial advisory services; Strategic financial advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial wealth management services; Financial risk assessment services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Providing financial risk assessment services; Financial services, namely, wealth management services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, commodity trading and managed futures advisory and management services; Information, advisory, consultancy and financial research services relating to finance and investments; Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Trust services, namely, investment and trust company services; Trustee services

Filing History

APPLICATION FILING RECEIPT MAILED
May 28, 2026 MAFR
NEW APPLICATION ENTERED
May 28, 2026 NWAP