USPTO trademark record

BETA WEALTH GROUP

Live registered mark · Owner BETA WEALTH GROUP, INC. · Classes 36

Mark details

Owner: BETA WEALTH GROUP, INC.
Serial number: 99596485
Registration number: 8295719
Status: REGISTERED
Classes: 36 (Finance / insurance)
Filed: 2026-01-15
Registered: 2026-06-09
Goods / services: Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services

Register data as of 2026-11-07. Records can trail live filings — check the official USPTO search for the latest status before filing.

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