INNOVATION FAMILY OFFICE
LIVE

Serial Number

99858058

Owner

Wealth Innovation Group

Attorney

Leopold Lueddemann

Filing Date

Jun 1, 2026

Add to watchlist:

No watchlists yet
View on USPTO

INNOVATION FAMILY OFFICE Trademark

Serial Number: 99858058

INNOVATION FAMILY OFFICE is a trademark filed by Wealth Innovation Group on June 1, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Wealth Innovation Group (2 trademarks)

965 S. 100 W., Suite 200
Logan, UT 84321

Entity Type: 16

Trademark Details

Filing Date

June 1, 2026

Registration Date

Not Registered

Goods & Services

Financial analysis; Financial analyses; Financial advice; Financial consulting; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning consultation; Financial consulting services, namely, expert analysis in finance; Financial trust operations; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Strategic corporate financial advisory services; Financial restructuring services; On-line trading of financial instruments, shares, options and other derivative products; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial risk management consultation; Financial consultation; Financial forecasting; Financial consultation in the field of cash-flow & investment strategy, risk mitigation, estate planning, tax-planning; Financial advisory and consultancy services, namely, cash-flow & investment strategy, risk mitigation, estate planning, tax-planning; Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice, namely, budget planning; Financial trust planning; Providing information in the field of financial stock and equity markets; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Conducting financial feasibility studies; Financial investment analysis and stock research; Providing financial information; Financial consultancy; 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 services, namely, wealth management services; Providing information and research in the field of finance and financial investments; Financial consultancy and insurance consultancy; Financial data analysis; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial assessment services to advise in tax, investment and insurance products, retirement investment services, and business financial planning; Financial management in the field of advise in tax, investment and insurance products, retirement investment services, and business financial planning; Financial management; Financial research; Providing financial information and analysis; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial advice relating to retirement; Financial portfolio management; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Providing information in the field of financial planning; Financial advice relating to tax; Financial consultancy services; Providing financial risk assessment services; Financial advisory services; Financial administration of mutual funds; Providing information in the field of personal finance; Advice on finance during retirement; Financial advisory and consultancy services, namely, as relates to business financial planning services; Financial advisory and consultancy services, namely, as relates to financial planning for businesses and individuals; Financial advisory and consultancy services, namely, as relates to tax planning, investment advisory, insurance advisory, and retirement planning services; Financial advisory and consultancy services, namely, tax, investment and insurance products, retirement investment services, and business financial planning; Providing information in the field of employee financial benefit plans; Insurance and financial information and consultancy services; Financial administration of group insurance plans; Financial administration of employee benefit plans; Investment consultancy

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 22, 2026 GNRN
NON-FINAL ACTION E-MAILED
Sep 22, 2026 GNRT
NON-FINAL ACTION WRITTEN
Sep 22, 2026 CNRT
ASSIGNED TO EXAMINER
Sep 22, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 1, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jun 1, 2026 MAFR
NEW APPLICATION ENTERED
Jun 1, 2026 NWAP