Status report
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The official USPTO status record for GROUNDED WEALTH, serial 97412319, as a dated PDF. One price, one document, delivered in about a minute.
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Trademark Status Report
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The USPTO's own status record for this mark, on one dated page.
- Current status with a plain-English verdict
- Owner, classes, filing basis, and every key date
- The mark as it appears on the federal record
- Every prosecution event, filing to today
- Source-cited with the exact retrieval date
Built from the USPTO's TSDR record. Assignment chain of title and TTAB proceeding files sit in separate USPTO systems and are not included.
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◆ TRADEMARKCHECKER.AITRADEMARK STATUS REPORT
GROUNDED WEALTHSerial 97412319 · Principal Register
Live · Registered
Owner: Tilli Wealth Management LLC
Class 036 - Insurance & Financial
Filed May 16, 2022
Registered Jun 27, 2023
The record shows that “GROUNDED WEALTH” is a live, registered service mark owned by Tilli Wealth Management LLC, a limited liability company organized in Minnesota. The mark is registered on the Principal Register with serial 97412319 and registration number 7092145, having been filed on May 16 2022 and registered on June 27 2023. It protects a broad range of financial‑planning and wealth‑management services, including retirement planning, investment strategies, tax strategies, risk management, estate and charitable planning, and coordination of investment portfolios, among others. A similar name would raise the closest concern in the same financial‑services field, especially where the services overlap with those listed. The record does not grant control over every use of the words “grounded” or “wealth” in unrelated contexts. The prosecution history shows a standard examination and publication for opposition, with no opposition or enforcement actions recorded. The latest status event is the registration confirmation on June 27 2023. For someone considering a similar name, the visible history suggests a meaningful concern in the financial‑services sector.
Full event history, owner details, and verdict inside.
The way I'd use it, honestly, is as the thing you attach when a bank, a marketplace, or a co-founder asks "are we clear on the name". It answers in one page.