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SBA lending record

HENRY WEALTH MANAGEMENT, LLC

401 E PRATT ST Suite 2810, Baltimore, MD 21202 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$66K

Total SBA financing

1

Loan on record

FY2024

On record

—

Jobs supported

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

Is HENRY WEALTH MANAGEMENT, LLC your business?

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The loan

$66,000 — FY2024

Gross approval: $66,000
SBA guaranteed: $56,100 (85%)
Status: Current
Rate at approval: 13.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/21/2024
First disbursement: 2/21/2024
Days to fund: 0 days
Collateral: None
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: BayFirst National Bank
Address: 401 E PRATT ST Suite 2810
City: Baltimore, 21202
County: Baltimore City
SBA district office: BALTIMORE DISTRICT OFFICE
Congressional district: 3

The lender

BayFirst National Bank

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.

SBA lenders in Maryland Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Maryland

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.

Shapiro & Lipchin Wealth Management, LLC

Ellicott City, MD· ~11 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

ForwardLook Wealth Planning LLC

Reston, VA· ~46 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

TRED AVON FAMILY WEALTH, LLC

Easton, MD· ~45 mi

Portfolio Management and Investment Advice

$80K
SBA financing: ≈ $157K–$261K
Est. revenue (rough)

Clover Leaf Wealth Strategies LLC

Leesburg, VA· ~48 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Scott McIntyre - SP

Cockeysville, MD· ~12 mi

Portfolio Management and Investment Advice

$208K
SBA financing: ≈ $408K–$680K
Est. revenue (rough)

DANAHER FINANCIAL LLC

Hunt Valley, MD· ~15 mi

Portfolio Management and Investment Advice

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for HENRY WEALTH MANAGEMENT, LLC in Baltimore, MD (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 $66K
On record FY2024
Industry: Portfolio Management and Investment Advice
Location: Baltimore, MD
Lender: BayFirst National Bank

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 MD for ~$66k 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 2026-06-19.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/henry-wealth-management-llc-md
API:: https://www.capbench.com/api/public/businesses/henry-wealth-management-llc-md
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 HENRY 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 HENRY WEALTH MANAGEMENT, LLC.

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