SBA lending record
SHIDOOSH WEALTH MANAGEMENT LLC
3435 E THOUSAND OAKS BLVD UNIT 6476, Westlake Village, CA 91359 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$158K
Total SBA financing
3
Loans on record
FY2025
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is SHIDOOSH WEALTH MANAGEMENT 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.
All 3 loans
$83,800 — FY2025
Loan 1 of 3- Gross approval
- $83,800
- SBA guaranteed
- $71,230 (85%)
- Status
- Current
- Rate at approval
- 12.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/6/2025
- First disbursement
- 5/12/2025
- Days to fund
- 6 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Celtic Bank Corporation
- Address
- 3435 E THOUSAND OAKS BLVD UNIT 6476
- City
- Westlake Village, 91359
- County
- Ventura
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 26
$29,300 — FY2025
Loan 2 of 3- Gross approval
- $29,300
- SBA guaranteed
- $24,905 (85%)
- Status
- Cancelled
- Rate at approval
- 10.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/14/2025
- Collateral
- None
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Northeast Bank
- Address
- 3435 E. Thousand Oaks Blvd Suite 6476
- City
- Westlake Village, 91362
- County
- Ventura
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 26
$44,500 — FY2025
Loan 3 of 3- Gross approval
- $44,500
- SBA guaranteed
- $37,825 (85%)
- Status
- Cancelled
- Rate at approval
- 14% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/24/2025
- Collateral
- None
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Financial Transactions Processing, Reserve, and Clearinghous
- NAICS code
- 522320
- Address
- 1462 Warwick Ave
- City
- Thousand Oaks, 91360
- County
- Ventura
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 26
The lenders
Celtic Bank Corporation
1 loan to this businessFull SBA lending record + branches on the lender page →AMPAC Tri-State CDC, Inc.
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.
Financial Peak LLC
Agoura Hills, CA· ~4 mi
Portfolio Management and Investment Advice
- $68K
- SBA financing
- ≈ $133K–$222K
- Est. revenue (rough)
Dukes Wealth Management Incorporated
Westlake Village, CA· ~2 mi
Portfolio Management and Investment Advice
- $446K
- SBA financing
- ≈ $875K–$1.5M
- Est. revenue (rough)
Lewandowski
Simi Valley, CA· ~9 mi
Portfolio Management and Investment Advice
- $325K
- SBA financing
- ≈ $637K–$1.1M
- Est. revenue (rough)
Kodiak Capital Advisors, LLC
Downey, CA· ~43 mi
Portfolio Management and Investment Advice
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Chatfield Wealth Management
Covina, CA· ~54 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Brian Canning
Glendale, CA· ~33 mi
Portfolio Management and Investment Advice
- $325K
- SBA financing
- ≈ $637K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for SHIDOOSH WEALTH MANAGEMENT LLC in Westlake Village, 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.
- 3 SBA 7(a) loans totaling $158K
- On record FY2025
- 6 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Westlake Village, CA
- Lenders: Celtic Bank Corporation, Northeast Bank, AMPAC Tri-State CDC, Inc.
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 ~$53k 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 SHIDOOSH WEALTH MANAGEMENT LLC.