SBA lending record
Ascent Wellness LLC
215 East Pleasant Street, Oconomowoc, WI 53066 · Offices of All Other Miscellaneous Health Practitioners. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$45K
Total SBA financing
1
Loan on record
FY2020
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Ascent Wellness LLC your business?
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The loan
$45,000 — FY2020
- Gross approval
- $45,000
- SBA guaranteed
- $38,250 (85%)
- Status
- Charged off (failed)
- Rate at approval
- 6.5% v
- Term
- 53 mo (4 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/31/2020
- First disbursement
- 3/31/2020
- Days to fund
- 60 days
- Charged off
- 11/10/2022
- Charge-off amount
- $42,304
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of All Other Miscellaneous Health Practitioners
- NAICS code
- 621399
- Lender
- Citizens Bank
- Address
- 215 East Pleasant Street
- City
- Oconomowoc, 53066
- County
- Waukesha
- SBA district office
- WISCONSIN DISTRICT OFFICE
- Congressional district
- 1
The lender
Find SBA lenders for businesses like this
The banks most active funding offices of all other miscellaneous health practitioners — by location, industry.
Similar businesses
Comparable offices of all other miscellaneous health practitioners in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
MKE MindBody Wellness, Inc.
Milwaukee, WI· ~31 mi
Offices of All Other Miscellaneous Health Practitioners
- $55K
- SBA financing
- ≈ $108K–$180K
- Est. revenue (rough)
PLUMERIA ACUPUNCTURE AND HOLISTIC WELLNESS CENTER, LLC
Milwaukee, WI· ~23 mi
Offices of All Other Miscellaneous Health Practitioners
- $20K
- SBA financing
- ≈ $39K–$65K
- Est. revenue (rough)
LAURA DIXON COACHING, LLC
Waukesha, WI· ~16 mi
Offices of All Other Miscellaneous Health Practitioners
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
CANTU CLINICAL MASSAGE THERAPY, LLC
Oshkosh, WI· ~64 mi
Offices of All Other Miscellaneous Health Practitioners
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Alida Massage Spa, LLC
Delafield, WI· ~7 mi
Offices of All Other Miscellaneous Health Practitioners
- $405K
- SBA financing
- ≈ $794K–$1.3M
- Est. revenue (rough)
Bright Shen Acupuncture
Elk Grove Village, IL· ~80 mi
Offices of All Other Miscellaneous Health Practitioners
- $54K
- SBA financing
- ≈ $107K–$178K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Ascent Wellness LLC in Oconomowoc, WI (Offices of All Other Miscellaneous Health Practitioners). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $45K
- On record FY2020
- 2 jobs supported
- Industry: Offices of All Other Miscellaneous Health Practitioners
- Location: Oconomowoc, WI
- Lender: Citizens Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of All Other Miscellaneous Health Practitioners businesses in WI for ~$45k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
Is Ascent Wellness LLC your business?
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Ascent Wellness LLC.