Serial Number
99850581
Owner
Elm Wealth Advisory, LLCFirst Use Date
Sep 1, 2025
Filing Date
May 28, 2026
ELM WEALTH ADVISORY Trademark
Serial Number: 99850581
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Elm Wealth Advisory, LLC
800 Village Square Crossing
Suite 107
Palm Beach Gardens, FL 33410
United States
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