SBA lending record
KD Wealth Management
14935 MAPLEWOOD LN, Plymouth, MI 48170 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$945K
Total SBA financing
1
Loan on record
FY2020
On record
7
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is KD Wealth Management your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$945,000 — FY2020
- Gross approval
- $945,000
- SBA guaranteed
- $708,750 (75%)
- Status
- Cancelled
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/24/2020
- Collateral
- Required
- Jobs supported
- 7
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Byline Bank
- Address
- 14935 MAPLEWOOD LN
- City
- Plymouth, 48170
- County
- Wayne
- SBA district office
- MICHIGAN DISTRICT OFFICE
- Congressional district
- 7
The lender
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.
Craig Felhandler
Farmington, MI· ~9 mi
Investment Advice
- $770K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
VCP Detroit, Inc.
Novi, MI· ~8 mi
Investment Advice
- $1.2M
- SBA financing
- ≈ $2.4M–$4.0M
- Est. revenue (rough)
Schepper Financial, Inc.
Bloomfield Hills, MI· ~16 mi
Investment Advice
- $1.2M
- SBA financing
- ≈ $2.4M–$3.9M
- Est. revenue (rough)
Strategic Wealth Advisors Group, Inc.
Utica, MI· ~27 mi
Investment Advice
- $1.1M
- SBA financing
- ≈ $2.1M–$3.5M
- Est. revenue (rough)
Flynn, Ingham and Turner Financial, Inc
Troy, MI· ~20 mi
Ameriprise Financial
- $655K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Ferhadson & Associates
Troy, MI· ~19 mi
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.1M–$5.2M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for KD Wealth Management in Plymouth, MI (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 $945K
- On record FY2020
- 7 jobs supported
- Industry: Investment Advice
- Location: Plymouth, MI
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MI for ~$945k 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.
Is KD Wealth Management 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 KD Wealth Management.