FORTA WEALTH PARTNERS
LIVE

Serial Number

99650310

Owner

Forta Wealth Partners SPV, LLC

Attorney

Emily E. Campbell

First Use Date

Jan 27, 2026

Filing Date

Feb 12, 2026

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FORTA WEALTH PARTNERS Trademark

Serial Number: 99650310

FORTA WEALTH PARTNERS is a trademark filed by Forta Wealth Partners SPV, LLC on February 12, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Forta Wealth Partners SPV, LLC

450 E. 96th St., Suite 125
Indianapolis, IN 46240

Entity Type: 16

Trademark Details

Filing Date

February 12, 2026

Registration Date

Not Registered

First Use Anywhere

January 27, 2026

First Use in Commerce

January 27, 2026

Goods & Services

Financial wealth management services; Financial planning and investment advisory services; 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, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 12, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 12, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 12, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 12, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 11, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Feb 12, 2026 MAFR
NEW APPLICATION ENTERED
Feb 12, 2026 NWAP