Balboa Wealth Partners, Inc. logo

Balboa Wealth Partners, Inc.

1 Marks
Corp.
First Filed:Sep 15, 2025Latest Filed:Sep 15, 2025Address:1400 Newport Center Drive, Newport Beach, CA 92660

Portfolio Overview

Pending
1(100%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
1(100%)

TTAB Proceedings

No litigation activity

Top Firms

Esplin & Associates, PC(Sep 2025)
1

Trademark Portfolio

1 results

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BALBOA WEALTH PARTNERS
BALBOA WEALTH PARTNERS
Service Mark
Word
PENDING
Owner:
Serial:99393281
Filed:Sep 15, 2025
Classes:36
Goods & Services
Class 036: Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth

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