The Total Wealth Framework

Trademark usage description

advisory services relating to financial asset management; advisory services relating to financial planning; family office services, namely, financial Read More

Classification Information

Class [036]
Advisory services relating to financial asset management; advisory services relating to financial planning; family office services, namely, financial planning; financial advisory services relating to financial goal planning; financial investment advisory services; financial management advisory services; financial planning; financial planning for retirement; financial planning services; financial planning services for retirement; financial risk management; providing consulting to investors in the field of financial investment services; providing information in the field of financial planning; providing information in the field of financial wellness and financial insights

Classification kind code

Class [041]
Educational services in the field of economics, financial planning and investment strategies; educational services in the field of financial planning; educational services in the field of financial planning, stock market trading, cryptocurrency trading and financial management; educational services, namely, development and provision of educational courses in the fields of financial planning and financial management

Classification kind code

Mark Details

Serial Number

2401310

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 30 on 27^th May 2025	Filed
Submitted for opposition 1 on 27^th May 2025	Created
Submitted for opposition 31 on 27^th May 2025	Formalized