SBA lending record
Opel Private Wealth LLC
1010 ENCLAVE BLVD, Edwardsville, IL 62025 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$232K
Total SBA financing
1
Loan on record
FY2021
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Opel Private Wealth LLC 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
$232,000 — FY2021
- Gross approval
- $232,000
- SBA guaranteed
- $208,800 (90%)
- Status
- Paid in full
- 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
- 4/14/2021
- First disbursement
- 4/19/2021
- Days to fund
- 5 days
- Paid in full
- 7/31/2025
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- St. Louis Bank
- Address
- 1010 ENCLAVE BLVD
- City
- Edwardsville, 62025
- County
- Madison
- SBA district office
- ILLINOIS DISTRICT OFFICE
- Congressional district
- 12
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.
ADK Wealth Advisory Group
Saint Louis, MO· ~28 mi
Investment Advice
- $650K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Jay Lotterer
Pittsburg, KS· ~274 mi
Ameriprise Financial
- $218K
- SBA financing
- ≈ $427K–$712K
- Est. revenue (rough)
Jason Wilderson
Indianapolis, IN· ~218 mi
Investment Advice
- $185K
- SBA financing
- ≈ $363K–$605K
- Est. revenue (rough)
Veritas Family Wealth Counsel, LLC
Louisville, KY· ~240 mi
Investment Advice
- $195K
- SBA financing
- ≈ $382K–$637K
- Est. revenue (rough)
Douglas Financial Group LLC
Louisville, KY· ~238 mi
Investment Advice
- $262K
- SBA financing
- ≈ $514K–$856K
- Est. revenue (rough)
Patterson Financial Group LLC
Washington, DC· ~693 mi
Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Opel Private Wealth LLC in Edwardsville, IL (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 $232K
- On record FY2021
- 4 jobs supported
- Industry: Investment Advice
- Location: Edwardsville, IL
- Lender: St. Louis Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in IL for ~$232k 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 2026-06-18.
- 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 Opel Private Wealth LLC.