SBA lending record
Summit Wealth Management, Inc.
3000 Harborview Drive, Gig Harbor, WA 98335 · Securities Brokerage. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$485K
Total SBA financing
1
Loan on record
FY2020
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$485,000 — FY2020
- Gross approval
- $485,000
- SBA guaranteed
- $363,750 (75%)
- Status
- Paid in full
- Rate at approval
- 5.5% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/7/2020
- First disbursement
- 8/31/2020
- Days to fund
- 24 days
- Paid in full
- 10/31/2025
- Collateral
- Required
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Securities Brokerage
- NAICS code
- 523120
- Lender
- Heritage Bank
- Address
- 3000 Harborview Drive
- City
- Gig Harbor, 98335
- County
- Pierce
- SBA district office
- SEATTLE DISTRICT OFFICE
- Congressional district
- 6
The lender
Find SBA lenders for businesses like this
The banks most active funding securities brokerage — by location, industry.
Similar businesses
Comparable securities brokerage in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Armour Wealth Advisors, LLC
Tumwater, WA· ~26 mi
Securities Brokerage
- $843K
- SBA financing
- ≈ $1.7M–$2.8M
- Est. revenue (rough)
James Financial, LLC
Baton Rouge, LA· ~2036 mi
Securities Brokerage
- $480K
- SBA financing
- ≈ $941K–$1.6M
- Est. revenue (rough)
Nvest Financial Group LLC
Portsmouth, NH· ~2494 mi
Securities Brokerage
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
THE COOK GROUP, LLC
Columbia, MO· ~1620 mi
Securities Brokerage
- $475K
- SBA financing
- ≈ $932K–$1.6M
- Est. revenue (rough)
McGowan Wealth Management LLC
Atlanta, GA· ~2183 mi
Securities Brokerage
- $415K
- SBA financing
- ≈ $814K–$1.4M
- Est. revenue (rough)
BEACON FINANCIAL SERVICES INC
Wilmette, IL· ~1736 mi
Securities Brokerage
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Summit Wealth Management, Inc. in Gig Harbor, WA (Securities Brokerage). 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 $485K
- On record FY2020
- 6 jobs supported
- Industry: Securities Brokerage
- Location: Gig Harbor, WA
- Lender: Heritage Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Securities Brokerage businesses in WA for ~$485k 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 Summit Wealth Management, Inc. 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 Summit Wealth Management, Inc..