USPTO trademark

HB WEALTH

RegisteredUSPTOFigurative markClass 36

"HB WEALTH" is a figurative mark owned by HB Wealth Management, LLC, filed at the USPTO on August 4, 2025. It is registered and covers class 36 (Insurance and Financial).

View HB Wealth Management, LLC portfolioGet this data via the API
Official USPTO record
HB WEALTH trademark as filed
As filed with the USPTO
Status
Registered
Since September 29, 2026
Filed
August 4, 2025
Registered
September 29, 2026
Expires
Not recorded
Application no.
99318701
Registration no.
8473478
Office
USPTO
United States Patent and Trademark Office
Mark type
Figurative mark
1 class
Ownership

Who owns HB WEALTH

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

HB Wealth Management, LLC

Atlanta, United States

15 trademarks in the portfolioView company

Representative

Sarah Parker

Alston & Bird LLP

Goods and services

What the mark covers

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

  • Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial asset management; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting 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

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Notice of acceptance of statement of use e-mailed
  4. Allowed principal register - sou accepted
  5. Statement of use processing complete
  6. Use amendment filed
  7. Teas statement of use received
  8. Noa e-mailed - sou required from applicant
  9. Official gazette publication confirmation e-mailed
  10. Published for opposition

10 earlier steps on the official record.

FAQ

About HB WEALTH

Who owns the trademark "HB WEALTH"?

The USPTO trademark "HB WEALTH" (application 99318701) is owned by HB Wealth Management, LLC.

What is the status of "HB WEALTH"?

Its status at the USPTO is: registered.

When was "HB WEALTH" registered?

It was registered on September 29, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull HB WEALTH 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_019d2b07-862d-778b-b05a-1bf75c5a52e4
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b07-862d-778b-b05a-1bf75c5a52e4",
  "object": "trademark",
  "mark_text": "HB WEALTH",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99318701",
  "filing_date": "2025-08-04",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "HB Wealth Management, LLC",
      "entity_id": "ent_019eb706-f76a-71d8-9779-62611fe8416d"
    }
  ]
}