STRATOS WEALTH HOLDINGS, LLC logo

STRATOS WEALTH HOLDINGS, LLC

8 Marks
LLC
First Filed:Jul 11, 2014Latest Filed:Feb 12, 2026Address:3750 PARK EAST DRIVE, SUITE 200, BEACHWOOD, OH 44122

Portfolio Overview

Registered
3(38%)
Pending
3(38%)
Dead
2(25%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
8(100%)
Class 35
Advertising, Business Services & Retail
2(25%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
2(100%)
As Defendant
0(0%)

Top Firms

McDonald Hopkins LLC(Dec 2025)
6

Trademark Portfolio

8 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
STRATOS INVESTMENT MANAGEMENT
PENDING
Owner:
Serial:99649575
Filed:Feb 12, 2026
Classes:36
Goods & Services
Class 036: Investment management; Investment consultancy; Investment advisory services; Investment advice; Investment fund management services; Investment of funds for others; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, financial management, financial advisory; Financial wealth management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Providing information in the field of wealth management; Financial risk assessment services; Providing financial risk assessment services; Financial advisory and consultancy services; Financial portfolio management; Financial portfolio analysis services; Financial management in the field of investment portfolios
STRATOS WEALTH ADVISORS
STRATOS WEALTH ADVISORS
Service Mark
Word
PENDING
Owner:
Serial:99530024
Filed:Dec 4, 2025
Classes:35, 36
Goods & Services
Class 035: Business succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations; Class 036: Advice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions for others for financial planning purposes; Administering monetary charitable contributions for others for estate planning purposes; Providing information about insurance plans; Consulting services in the field of insurance; Providing information in the field of executive compensation, deferred compensation; Advice on charitable contributions; Philanthropy consultation relating to charitable gifting
STRATOS WEALTH PARTNERS
STRATOS WEALTH PARTNERS
Service Mark
Word
PENDING
Owner:
Serial:99530008
Filed:Dec 4, 2025
Classes:35, 36
Goods & Services
Class 035: Business succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations; Class 036: Advice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions for others for financial planning purposes; Administering monetary charitable contributions for others for estate planning purposes; Providing information about insurance plans; Consulting services in the field of insurance; Providing information in the field of executive compensation, deferred compensation; Advice on charitable contributions; Philanthropy consultation relating to charitable gifting
STRATOS WEALTH ADVISORS
STRATOS WEALTH ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:88371464
Filed:Apr 4, 2019
Classes:36
Registration:5924946
Registered:Dec 3, 2019
Goods & Services
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; "WEALTH ADVISORS"
STRATOS WEALTH ALLIANCE
STRATOS WEALTH ALLIANCE
Service Mark
Word
REGISTERED
Owner:
Serial:88371511
Filed:Apr 4, 2019
Classes:36
Registration:5924948
Registered:Dec 3, 2019
Goods & Services
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; "WEALTH ALLIANCE"
STRATOS WEALTH PARTNERS
STRATOS WEALTH PARTNERS
Service Mark
Word
REGISTERED
Owner:
Serial:86660754
Filed:Jun 12, 2015
Classes:36
Registration:4898095
Registered:Feb 9, 2016
Goods & Services
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; "WEALTH PARTNERS"
STRATOS WEALTH PARTNERS, ELEVATING FINANCIAL STRATEGIES
Owner:
Serial:86660705
Filed:Jun 12, 2015
Classes:36
Registration:4901208
Registered:Feb 16, 2016
Goods & Services
"WEALTH PARTNERS"
FUNDAMENTUM
FUNDAMENTUM
Service Mark
Word
CANCELLED
Owner:
Serial:86334351
Filed:Jul 11, 2014
Classes:36
Registration:4703073
Registered:Mar 17, 2015
Goods & Services
Financial advisory and consultancy services; insurance information and consultancy services; financial planning; financial asset management; investment, namely, investment management services

Cookie Preferences

We use cookies (including Google Analytics) to improve our site and understand how visitors use it.