TOTAL WEALTH MANAGEMENT trademarks under serial number 75425051. The goods are business consultation and planning; data processing in the fields of tax preparation, estate and trust administration and management, and financial investment management; tax consultation and planning; and income and estate tax preparation, banking services; financial planning for charitable giving; insurance consultation; retirement planning; estate, trust, financial advisory and financial investment services, namely, trust administration and management; estate planning, administration, settlement and custody; financial analysis, consultation, forecasting, investment research, planning and management; financial investment in the fields of stocks, mutual funds, real estate and commodities; financial portfolio management; and financ. Currently that trademark is represented by trademark attorney(s): JOSEPH J SERRITELLA.

TOTAL WEALTH MANAGEMENT

USPTO Trademark Record · Serial No. 75425051

Trademark details

TOTAL WEALTH MANAGEMENT is a trademark. Serial number of that application is 75425051.

It was initially claimed by Glenmede Corporation, The on 19980122.

That brand applies to the following goods and services:business consultation and planning; data processing in the fields of tax preparation, estate and trust administration and management, and financial investment management; tax consultation and planning; and income and estate tax preparation, banking services; financial planning for charitable giving; insurance consultation; retirement planning; estate, trust, financial advisory and financial investment services, namely, trust administration and management; estate planning, administration, settlement and custody; financial analysis, consultation, forecasting, investment research, planning and management; financial investment in the fields of stocks, mutual funds, real estate and commodities; financial portfolio management; and financ.

Currently that trademark is represented by trademark attorney(s): JOSEPH J SERRITELLA.

You can learn more about that trademark on the USPTO website: View the USPTO record

Services available

Service	Description	Our Fee	Gov. Fee
Statement of Actual Use for Your Trademark	Prepare and file a Statement of Actual Use for your Trademark with the USPTO.	$295	$150
Extension of Time to File Trademark SOU	Prepare and file an Extension of Time to File Statement of Use (EOT) with the USPTO.	$320	$125
Trademark Registration	One of our Attorneys will search, advise and file your new application. Service includes a short consultation with an attorney (over the phone or by email), up to 3 choices for your trademark name, and the correct classification of goods which will save you money! Application covers 1 International class of goods.	$649	$350
Trademark Renewal (Section 8 and Section 15 Affidavits; filed 5-6 year after registration) +Attorney of Record for 5 years, until next renewal	Prepare and File Trademark Renewal 5-6 year, including Section 8 Affidavit of Continuous Use; Section 15 Declaration of Incontestability, if applicable. +Attorney of Record for 5 years, until next renewal	$700	$575
Trademark Renewal 9-10 year+Attorney of Record for 10 years, until next renewal	Prepare and File Trademark Renewal 9-10 Year, including P Section 8 Affidavit of Continuous Use; Section 9 Application for Renewal. +Attorney of Record for 10 years, until next renewal	$700	$650
Response to Office Action - FREE estimate	Provide email with an estimated price for the response to the office action.	Vary	Vary
Consultation	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
All other issues	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
Estimate	Provide email with an estimated price for the requested service(s).	Vary	Vary
Licensing Agreement	Custom made trademark licensing or sharing agreements. From $600 -- request an estimate	$1,000	Vary
Assignment	Transfer of the trademark ownership. Assignments. From $400 -- request an estimate.	$400	$40

Questions about this trademark?

If you have questions or issues related to the TOTAL WEALTH MANAGEMENT trademark — or to trademarks in general — our trademark attorneys can help. No appointment needed: call us or request a free estimate.