SBA lending record
SageMint Wealth
One City Boulevard West, Orange, CA 92868 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$3.9M
Total SBA financing
1
Loan on record
FY2023
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is SageMint Wealth 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
$3,887,000 — FY2023
- Gross approval
- $3,887,000
- SBA guaranteed
- $2,915,250 (75%)
- Status
- Cancelled
- Rate at approval
- 6.71% f
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/10/2023
- Collateral
- Required
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Address
- One City Boulevard West
- City
- Orange, 92868
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 46
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 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.
1CHR28 LLC
Irvine, CA· ~14 mi
Portfolio Management and Investment Advice
- $4.9M
- SBA financing
- ≈ $9.6M–$16M
- Est. revenue (rough)
Plan Well, Be Well
Fullerton, CA· ~8 mi
Portfolio Management and Investment Advice
- $1.0M
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
MEMBERZ ONLY, LLC
Santa Ana, CA· ~2 mi
Portfolio Management and Investment Advice
- $592K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
Sagent Wealth Management, LLC
Laguna Beach, CA· ~19 mi
Portfolio Management and Investment Advice
- $1.3M
- SBA financing
- ≈ $2.6M–$4.4M
- Est. revenue (rough)
NEW COURSE ENTERPRISES, LLC
Playa Vista, CA· ~33 mi
Portfolio Management and Investment Advice
- $1.8M
- SBA financing
- ≈ $3.5M–$5.8M
- Est. revenue (rough)
6630 Flanders LLC
San Diego, CA· ~73 mi
Portfolio Management and Investment Advice
- $3.2M
- SBA financing
- ≈ $6.4M–$11M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for SageMint Wealth in Orange, CA (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 $3.9M
- On record FY2023
- 5 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Orange, CA
- Lender: U.S. Bank, National Association
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 CA for ~$3.9M 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 SageMint Wealth 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 SageMint Wealth.