Trademark Search / BETA WEALTH GROUP

BETA WEALTH GROUP

● Live · Pending

U.S. federal trademark · Serial No. 99596485

Mark

BETA WEALTH GROUP

Status

Pending

Serial Number

99596485

Filing Date

January 15, 2026

Class(es)

Class 036

Owners

BETA WEALTH GROUP, INC.

03 · San Diego, CA, US

BETA WEALTH GROUP, INC.

03 · San Diego, CA, US

Goods & Services

Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and portfolio management services

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.