SBA lending record
SUNCREST WEALTH MANAGEMENT, LLC
2959 N Swan Rd, Tucson, AZ 85712 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.1M
Total SBA financing
2
Loans on record
FY2024–26
On record
22
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$350,000 — FY2026
Loan 1 of 2- Gross approval
- $350,000
- SBA guaranteed
- $262,500 (75%)
- Status
- Committed
- Rate at approval
- 9.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/25/2026
- Collateral
- Required
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Address
- 2959 N. SWAN RD. SUITE 101
- City
- Tucson, 85712
- County
- Pima
- SBA district office
- ARIZONA DISTRICT OFFICE
- Congressional district
- 2
$750,000 — FY2024
Loan 2 of 2- Gross approval
- $750,000
- SBA guaranteed
- $562,500 (75%)
- Status
- Current
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/11/2024
- First disbursement
- 4/30/2024
- Days to fund
- 19 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Address
- 2959 N Swan Rd
- City
- Tucson, 85712
- County
- Pima
- SBA district office
- ARIZONA DISTRICT OFFICE
- Congressional district
- 2
The lenders
Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry.
Similar businesses
Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Jordan N Agency, Inc.
Tucson, AZ· ~3 mi
Insurance Agencies and Brokerages
- $1.1M
- SBA financing
- ≈ $2.2M–$3.7M
- Est. revenue (rough)
Todd Johnson Insurance LLC
Tucson, AZ· ~1 mi
Insurance Agencies and Brokerages
- $800K
- SBA financing
- ≈ $1.6M–$2.6M
- Est. revenue (rough)
EVERYTHING INSURANCE GROUP LLC
Tucson, AZ· ~5 mi
Insurance Agencies and Brokerages
- $770K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
JORGENSON INSURANCE LLC
Tucson, AZ· ~8 mi
Farmers Insurance - Corporate Agent Appointment Agreement
- $442K
- SBA financing
- ≈ $867K–$1.4M
- Est. revenue (rough)
ALLIED INSURANCE GROUP INC
Tucson, AZ· ~4 mi
Insurance Agencies and Brokerages
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
PRETZINGER INVESTMENT GROUP, LLC
Tucson, AZ· ~8 mi
Insurance Agencies and Brokerages
- $2.9M
- SBA financing
- ≈ $5.7M–$9.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for SUNCREST WEALTH MANAGEMENT, LLC in Tucson, AZ (Insurance Agencies and Brokerages). 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.
- 2 SBA 7(a) loans totaling $1.1M
- On record FY2024–26
- 22 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Tucson, AZ
- Lenders: Newtek Bank, National Association, CenTrust Bank, A Division of SmartBiz Bank National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in AZ for ~$550k 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 2026-06-19.
- 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 SUNCREST WEALTH MANAGEMENT, LLC.