FAMILY WEALTH STRATEGISTS Trademark

Serial Number: 99692173

FAMILY WEALTH STRATEGISTS is a trademark filed by Family Wealth Strategists, LLC on March 9, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Family Wealth Strategists, LLC (2 trademarks)

20101 SW Birch Street, Suite 210
Newport Beach, CA 92660

Entity Type: 16

Legal Representation

Correspondence Address

Family Wealth Strategists, LLC

20101 SW Birch Street, Suite 210

Newport Beach, CA 92660

United States

Trademark Details

Filing Date

March 9, 2026

Registration Date

Not Registered

First Use Anywhere

March 10, 2025

First Use in Commerce

May 8, 2025

Published for Opposition

September 8, 2026

Goods & Services

Financial advisory and consultancy services, namely, consultation relating to financial retirement planning, estate planning coordination services, consultation relating to trust and financial asset management, and financial decision-making guidance for families and high-net-worth individuals