SBA lending record
TOMREN WEALTH MANAGEMENT
2410 CAMINO RAMON 225, San Ramon, CA 94583 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$3.3M
Total SBA financing
2
Loans on record
FY2020–21
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$730,000 — FY2021
Loan 1 of 2- Gross approval
- $730,000
- SBA guaranteed
- $657,000 (90%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/1/2021
- First disbursement
- 6/18/2021
- Days to fund
- 17 days
- Paid in full
- 4/30/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 1
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Byline Bank
- Address
- 12667 Alcosta Blvd 355
- City
- San Ramon, 94583
- County
- Contra Costa
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 11
$2,550,000 — FY2020
Loan 2 of 2- Gross approval
- $2,550,000
- SBA guaranteed
- $1,912,500 (75%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/22/2020
- First disbursement
- 6/30/2020
- Days to fund
- 8 days
- Paid in full
- 4/30/2022
- Collateral
- None
- Sold on secondary market
- Yes
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Byline Bank
- Address
- 2410 CAMINO RAMON 225
- City
- San Ramon, 94583
- County
- Contra Costa
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 11
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry.
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Steven Minkoff
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- Est. revenue (rough)
PHUONG N QUACH SP
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TALON PRIVATE WEALTH, LLC
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Investment Advice
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- SBA financing
- ≈ $3.9M–$6.5M
- Est. revenue (rough)
Shone Asset Management, LLC
Walnut Creek, CA· ~10 mi
Investment Advice
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- SBA financing
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- Est. revenue (rough)
Portfolio Advisors Inc
Fresno, CA· ~135 mi
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- $2.2M
- SBA financing
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- Est. revenue (rough)
Ahmad Financial Inc.
Milpitas, CA· ~23 mi
Investment Advice
- $321K
- SBA financing
- ≈ $629K–$1.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for TOMREN WEALTH MANAGEMENT in San Ramon, CA (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.
- 2 SBA 7(a) loans totaling $3.3M
- On record FY2020–21
- 1 jobs supported
- Industry: Investment Advice
- Location: San Ramon, CA
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CA for ~$1.6M 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.
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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 TOMREN WEALTH MANAGEMENT.