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SBA lending record

PROPARTNERS WEALTH LLC

501 Fay St., Suite 106, Columbia, MO 65201 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.7M

Total SBA financing

1

Loan on record

FY2025

On record

13

Jobs supported

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

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The loan

$2,690,000 — FY2025

Gross approval: $2,690,000
SBA guaranteed: $2,017,500 (75%)
Status: Current
Rate at approval: 7.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/11/2025
First disbursement: 10/1/2025
Days to fund: 20 days
Collateral: Required
Jobs supported: 13
Business type: Partnership
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 501 Fay St., Suite 106
City: Columbia, 65201
County: Boone
SBA district office: ST. LOUIS DISTRICT OFFICE
Congressional district: 4

The lender

Live Oak Banking Company

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

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.

WEALTH 4 LIFE LLC

Lees Summit, MO· ~110 mi

LPL Financial LLC - Registered Investment Advisor Master Ser

$2.1M
SBA financing: ≈ $4.1M–$6.8M
Est. revenue (rough)

EverDay Financial, LLC

Saint Louis, MO· ~110 mi

Portfolio Management and Investment Advice

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

SSJ Planning Group LLC

Lenexa, KS· ~137 mi

Portfolio Management and Investment Advice

$2.3M
SBA financing: ≈ $4.5M–$7.5M
Est. revenue (rough)

KGS417 LLC

Springfield, MO· ~133 mi

Portfolio Management and Investment Advice

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

Financial Planner Near Me, LLC

Springfield, MO· ~135 mi

Portfolio Management and Investment Advice

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

Oluwatomiwa Bami-Ogunbiyi

Savoy, IL· ~231 mi

Portfolio Management and Investment Advice

$1.7M
SBA financing: ≈ $3.3M–$5.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for PROPARTNERS WEALTH LLC in Columbia, MO (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 $2.7M
On record FY2025
13 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Columbia, MO
Lender: Live Oak Banking Company

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 MO for ~$2.7M 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/propartners-wealth-llc-mo
API:: https://www.capbench.com/api/public/businesses/propartners-wealth-llc-mo
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 PROPARTNERS WEALTH 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 PROPARTNERS WEALTH LLC.

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