SBA lending record
Evergreen Wealth Management, LLC
319 WEST GRAND RIVER AVE, Williamston, MI 48895 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$625K
Total SBA financing
1
Loan on record
FY2022
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Evergreen Wealth Management, LLC 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
$625,000 — FY2022
- Gross approval
- $625,000
- SBA guaranteed
- $468,750 (75%)
- Status
- Paid in full
- Rate at approval
- 7.75% f
- Term
- 121 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 6/14/2022
- First disbursement
- 6/30/2022
- Days to fund
- 16 days
- Paid in full
- 9/30/2022
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 319 WEST GRAND RIVER AVE
- City
- Williamston, 48895
- County
- Ingham
- SBA district office
- MICHIGAN DISTRICT OFFICE
- Congressional district
- 4
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →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.
Spiros Financial
East Lansing, MI· ~12 mi
Portfolio Management and Investment Advice
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Alexander Seiji Potter
Milford, MI· ~36 mi
Portfolio Management and Investment Advice
- $900K
- SBA financing
- ≈ $1.8M–$2.9M
- Est. revenue (rough)
Isabel Francis Smith, Ltd.
New Hudson, MI· ~36 mi
Portfolio Management and Investment Advice
- $273K
- SBA financing
- ≈ $535K–$891K
- Est. revenue (rough)
Gasaway Investment Advisors, Inc.
Kalamazoo, MI· ~77 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Oskey Investment Group LLC
Rochester, MI· ~58 mi
Portfolio Management and Investment Advice
- $331K
- SBA financing
- ≈ $649K–$1.1M
- Est. revenue (rough)
ASPIREAN WEALTH, LLC
Chesterton, IN· ~160 mi
Portfolio Management and Investment Advice
- $615K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Evergreen Wealth Management, LLC in Williamston, MI (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 $625K
- On record FY2022
- 1 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Williamston, MI
- Lender: Live Oak Banking Company
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 MI for ~$625k 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 2026-06-23.
- 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 Evergreen Wealth Management, 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 Evergreen Wealth Management, LLC.