PRESILIUM FAMILY OFFICE
LIVE

Serial Number

99003711

Owner

Presilium Private Wealth, LLC

Attorney

B. Anna McCoy

Filing Date

Jan 16, 2025

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PRESILIUM FAMILY OFFICE Trademark

Serial Number: 99003711 • Registration: 8350703

PRESILIUM FAMILY OFFICE is a trademark filed by Presilium Private Wealth, LLC on January 16, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Presilium Private Wealth, LLC (2 trademarks)

150 North Radnor Chester Road
Radnor, PA 19087

Entity Type: 16

Trademark Details

Filing Date

January 16, 2025

Registration Date

July 21, 2026

Published for Opposition

November 4, 2025

Goods & Services

Financial services, namely, investment fund transfer and transaction services, and estate settlement services; financial services, namely, wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, financial planning for educational expenses, generational transfer planning, strategic financial advisory services in the field of stock options, financial portfolio management, and financial investment advisory services about sustainable and responsible investing

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 21, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jul 21, 2026 R.PR
1(B) BASIS DELETED; PROCEED TO REGISTRATION
Jun 26, 2026 DP1B
NOTICE OF ALLOWANCE CANCELLED
Jun 25, 2026 IUCN
TEAS POST PUBLICATION AMENDMENT RECEIVED
Jun 25, 2026 EPPA
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 30, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 4, 2025 NPUB
PUBLISHED FOR OPPOSITION
Nov 4, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 29, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 2, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 1, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 1, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 1, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 1, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jul 1, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jul 1, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 26, 2025 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 18, 2025 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 18, 2025 NWOS
NEW APPLICATION ENTERED
Jan 16, 2025 NWAP