SBA lending record
Ivory Wealth Management, Inc.
124 Westbrook Road, Suite 202, Essex, CT · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$200K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
Is Ivory Wealth Management, Inc. your business?
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The loan
$200,000 — FY2025
- Gross approval
- $200,000
- SBA guaranteed
- $150,000 (75%)
- Status
- Current
- Rate at approval
- 11% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/3/2025
- First disbursement
- 9/12/2025
- Days to fund
- 9 days
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Beacon Bank and Trust
- Address
- 124 Westbrook Road, Suite 202
- City
- Essex
- County
- Lower Ct River Vly
- SBA district office
- CONNECTICUT DISTRICT OFFICE
- Congressional district
- 2
The lender
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.
GRANITE GROUP ADVISORS LLC
Stamford, CT
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
North Cove LLC
Old Saybrook, CT
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Michael Tangney
Glastonbury, CT
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
TAILORED WEALTH LLC
Fairfield, CT
Portfolio Management and Investment Advice
- $135K
- SBA financing
- ≈ $265K–$441K
- Est. revenue (rough)
SENTINEL ASSET MANAGEMENT LLC
Wallingford, CT
Portfolio Management and Investment Advice
- $125K
- SBA financing
- ≈ $245K–$408K
- Est. revenue (rough)
RHODES INDUSTRIAL SOLUTIONS, LLC
Lincoln, NE
Portfolio Management and Investment Advice
- $378K
- SBA financing
- ≈ $741K–$1.2M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Ivory Wealth Management, Inc. in Essex, CT (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 $200K
- On record FY2025
- 2 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Essex, CT
- Lender: Beacon Bank and Trust
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 CT for ~$200k 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 2026-06-24.
- 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 Ivory Wealth Management, Inc..