SBA lending record

GM WEALTH GROUP LLC

3811 TURTLE CREEK BLVD, Dallas, TX 75219 · Miscellaneous Intermediation. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.1M

Total SBA financing

Loan on record

FY2024

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$1,072,000 — FY2024

Gross approval: $1,072,000
SBA guaranteed: $804,000 (75%)
Status: Current
Rate at approval: 9.6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 12/16/2023
First disbursement: 1/5/2024
Days to fund: 20 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Change of Ownership
Industry: Miscellaneous Intermediation
NAICS code: 523910
Lender: Live Oak Banking Company
Address: 3811 TURTLE CREEK BLVD
City: Dallas, 75219
County: Dallas
SBA district office: DALLAS / FT WORTH DISTRICT OFFICE
Congressional district: 30

The lender

Live Oak Banking Company

1 loan to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding miscellaneous intermediation — by location, industry.

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Agent summary

This page summarizes the public SBA 7(a) lending record for GM WEALTH GROUP LLC in Dallas, TX (Miscellaneous Intermediation). 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 $1.1M
On record FY2024
4 jobs supported
Industry: Miscellaneous Intermediation
Location: Dallas, TX
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Intermediation businesses in TX for ~$1.1M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/gm-wealth-group-llc-tx
API:: https://www.capbench.com/api/public/businesses/gm-wealth-group-llc-tx
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 GM WEALTH GROUP LLC.