SBA lending record
GEM WEALTH MANAGEMENT, INC.
18 Commerce Way, Woburn, MA · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$50K
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
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The loan
$50,000 — FY2020
- Gross approval
- $50,000
- SBA guaranteed
- $25,000 (50%)
- Status
- Cancelled
- Rate at approval
- 10.24% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/17/2020
- Collateral
- None
- Business type
- Corporation
- Business age
- Unanswered
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 18 Commerce Way
- City
- Woburn
- County
- Middlesex
- SBA district office
- MASSACHUSETTS DISTRICT OFFICE
- Congressional district
- 5
The lender
TD Bank, National Association
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 investment advice — by location, industry.
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Martin L Connolly - NW Mutual
Woburn, MA· ~2 mi
Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Alapocas Investment Partners, Inc.
Beverly, MA· ~14 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Alternative Capitalis, LLC
Wrentham, MA· ~36 mi
Investment Advice
- $55K
- SBA financing
- ≈ $108K–$180K
- Est. revenue (rough)
Michael R Costa
Woburn, MA· ~2 mi
Investment Advice
- $520K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Trueview Financial, LLC
Middleton, MA· ~8 mi
Investment Advice
- $320K
- SBA financing
- ≈ $627K–$1.0M
- Est. revenue (rough)
Cloud9 Advisory, Inc
Boston, MA
Investment Advice
- $86K
- SBA financing
- ≈ $169K–$282K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for GEM WEALTH MANAGEMENT, INC. in Woburn, MA (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 $50K
- On record FY2020
- Industry: Investment Advice
- Location: Woburn, MA
- Lender: TD Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MA for ~$50k 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.
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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 GEM WEALTH MANAGEMENT, INC..