GROUNDED WEALTH
Live · Registered LIVE/REGISTRATION/Issued and Active
What this record means
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.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 4 - STANDARD CHARACTER MARK |
| Filing basis | Use in Commerce (§1(a)). |
| Status | Registered. The registration date is used to determine when post-registration maintenance documents are due. |
Key dates
| Application filed | May 16, 2022 |
| Published for opposition | Apr 11, 2023 |
| Registered (Principal) | Jun 27, 2023 |
| Status date | Jun 27, 2023 |
Goods & services
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment strategies, tax strategies, risk management, estate and charitable planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Owner & representation
| Owner | Tilli Wealth Management LLC |
| Address | 2435 Comstock Lane N., Plymouth, MINNESOTA UNITED STATES 55305 |
| Entity | LIMITED LIABILITY COMPANY - organized in MINNESOTA |
| Attorney of record | Thomas N. Phung |
| Correspondent | THOMAS N. PHUNG |
| Attorney email | j********@*****.com |
| Correspondent email | 2 emails |
| Correspondent phone | 6********5 |
| Correspondent address | ST. PAUL, MINNESOTA |