SBA lending record
Chatfield Wealth Management
258 E BADILLO ST STE A, Covina, CA 91723 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$150K
Total SBA financing
1
Loan on record
FY2024
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Chatfield Wealth Management your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$150,000 — FY2024
- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 13% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/5/2024
- First disbursement
- 4/10/2024
- Days to fund
- 5 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Lendistry SBLC, LLC
- Address
- 258 E BADILLO ST STE A
- City
- Covina, 91723
- County
- Los Angeles
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 32
The lender
Find SBA lenders for businesses like this
The banks most active funding portfolio management and investment advice — by location, industry.
Similar businesses
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Kodiak Capital Advisors, LLC
Downey, CA· ~17 mi
Portfolio Management and Investment Advice
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Pierpont Investment Group LLC
Rancho Cucamonga, CA· ~21 mi
Portfolio Management and Investment Advice
- $119K
- SBA financing
- ≈ $232K–$387K
- Est. revenue (rough)
DBA MARTIN SHAPIRO FINANCIAL SERVICES
Orange, CA· ~21 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
JDL FINANCIAL
Laguna Beach, CA· ~42 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Brian Canning
Glendale, CA· ~22 mi
Portfolio Management and Investment Advice
- $325K
- SBA financing
- ≈ $637K–$1.1M
- Est. revenue (rough)
SHIDOOSH WEALTH MANAGEMENT LLC
Westlake Village, CA· ~54 mi
Portfolio Management and Investment Advice
- $158K
- SBA financing
- ≈ $309K–$515K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Chatfield Wealth Management in Covina, CA (Portfolio Management and Investment Advice). 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 $150K
- On record FY2024
- 6 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Covina, CA
- Lender: Lendistry SBLC, LLC
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in CA for ~$150k 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 Chatfield Wealth Management 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 Chatfield Wealth Management.