SBA lending record
INTERWEALTH MANAGEMENT
8585 HARTFORD DR E #108, Scottsdale, AZ 85255 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$100K
Total SBA financing
1
Loan on record
FY2021
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$100,000 — FY2021
- Gross approval
- $100,000
- SBA guaranteed
- $50,000 (50%)
- Status
- Cancelled
- Rate at approval
- 5.99% f
- Term
- 60 mo (5 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/23/2020
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 8585 HARTFORD DR E #108
- City
- Scottsdale, 85255
- County
- Maricopa
- SBA district office
- ARIZONA DISTRICT OFFICE
- Congressional district
- 6
The lender
U.S. 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.
Acosta Financial Services, LLC
Scottsdale, AZ· ~5 mi
Investment Advice
- $90K
- SBA financing
- ≈ $176K–$294K
- Est. revenue (rough)
TDC Financial LLC
Fountain Hills, AZ· ~8 mi
Investment Advice
- $92K
- SBA financing
- ≈ $179K–$299K
- Est. revenue (rough)
WEALTH GUARDIAN GROUP, PLLC
Gilbert, AZ· ~20 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Chad F Wing
Scottsdale, AZ· ~6 mi
Investment Advice
- $165K
- SBA financing
- ≈ $324K–$539K
- Est. revenue (rough)
Heintz Wealth Management, LLC
Scottsdale, AZ· ~5 mi
Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
RFG Properties LLC
Scottsdale, AZ· ~5 mi
Investment Advice
- $408K
- SBA financing
- ≈ $800K–$1.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for INTERWEALTH MANAGEMENT in Scottsdale, AZ (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 $100K
- On record FY2021
- 1 jobs supported
- Industry: Investment Advice
- Location: Scottsdale, AZ
- Lender: U.S. 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 AZ for ~$100k 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 INTERWEALTH MANAGEMENT.