USPTO trademark record

PLAN FOR WHAT'S IMPORTANT

Live registered mark · Owner EP Wealth Advisors, LLC · Classes 36

Mark details

Owner: EP Wealth Advisors, LLC
Serial number: 99644573
Registration number: 8411931
Status: REGISTERED
Classes: 36 (Finance / insurance)
Filed: 2026-02-10
Registered: 2026-08-25
Goods / services: Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related servic…

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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