SBA lending record
Strada Wealth Management, PLLC
2180 IMMOKALEE RD, Naples, FL 34110 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$486K
Total SBA financing
1
Loan on record
FY2023
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Strada Wealth Management, PLLC 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
$486,000 — FY2023
- Gross approval
- $486,000
- SBA guaranteed
- $364,500 (75%)
- Status
- Current
- Rate at approval
- 8.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/6/2022
- First disbursement
- 10/27/2022
- Days to fund
- 21 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Partnership
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Cogent Bank
- Address
- 2180 IMMOKALEE RD
- City
- Naples, 34110
- County
- Collier
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 19
The lender
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.
AIM Wealth LLC
Bonita Springs, FL· ~5 mi
Portfolio Management and Investment Advice
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
CHLOPEK CAPITAL ADVISORS INC.
Ave Maria, FL· ~21 mi
Portfolio Management and Investment Advice
- $195K
- SBA financing
- ≈ $382K–$637K
- Est. revenue (rough)
668 Financial Services LLC
Bonita Springs, FL· ~4 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Take a Chance Enterprise LLC
Bradenton, FL· ~97 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Corrales & Company, LLC
Miami, FL· ~105 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
True Wealth Advisory Group, LLC
Miami, FL· ~101 mi
Portfolio Management and Investment Advice
- $640K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Strada Wealth Management, PLLC in Naples, FL (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 $486K
- On record FY2023
- 3 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Naples, FL
- Lender: Cogent Bank
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 FL for ~$486k 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 Strada Wealth Management, PLLC 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 Strada Wealth Management, PLLC.