USPTO trademark

NERDWALLET WEALTH PARTNERS

RegisteredUSPTOWord markClass 36

"NERDWALLET WEALTH PARTNERS" is a word mark owned by NerdWallet Wealth Partners, LLC, filed at the USPTO on June 20, 2025. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
NERDWALLET WEALTH PARTNERS trademark as filed
As filed with the USPTO
Status
Registered
Since June 2, 2026
Filed
June 20, 2025
Registered
June 2, 2026
Expires
Not recorded
Application no.
99245060
Registration no.
8279775
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns NERDWALLET WEALTH PARTNERS

The owner and representative on file with the office.

Owner

NerdWallet Wealth Partners, LLC

New York, United States

Representative

Charles G. Giger

CM Law PLLC

Goods and services

What the mark covers

The products and services NERDWALLET WEALTH PARTNERS is filed for, grouped by Nice class.

  • Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting services; Consulting and information concerning insurance; Estate planning; Estate trust planning; Providing information in the field of estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Official gazette publication confirmation e-mailed
  4. Published for opposition
  5. Notification of notice of publication e-mailed
  6. Approved for pub - principal register
  7. Teas/email correspondence entered
  8. Correspondence received in law office
  9. Teas request for reconsideration received
  10. Notification of final refusal emailed

10 earlier steps on the official record.

FAQ

About NERDWALLET WEALTH PARTNERS

Who owns the trademark "NERDWALLET WEALTH PARTNERS"?

The USPTO trademark "NERDWALLET WEALTH PARTNERS" (application 99245060) is owned by NerdWallet Wealth Partners, LLC.

What is the status of "NERDWALLET WEALTH PARTNERS"?

Its status at the USPTO is: registered.

When was "NERDWALLET WEALTH PARTNERS" registered?

It was registered on June 2, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull NERDWALLET WEALTH PARTNERS and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2ae5-75ee-712c-91a7-be7efbdf5ddd
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2ae5-75ee-712c-91a7-be7efbdf5ddd",
  "object": "trademark",
  "mark_text": "NERDWALLET WEALTH PARTNERS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99245060",
  "filing_date": "2025-06-20",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "NerdWallet Wealth Partners, LLC",
      "entity_id": null
    }
  ]
}