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SBA lending record

Wealth Advisors, LLC

50 CARROLL CREEK WAY, Frederick, MD 21701 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$679K

Total SBA financing

1

Loan on record

FY2022

On record

3

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$679,000 — FY2022

Gross approval: $679,000
SBA guaranteed: $509,250 (75%)
Status: Current
Rate at approval: 8.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/10/2022
First disbursement: 8/26/2022
Days to fund: 16 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: MVB Bank, Inc.
Address: 50 CARROLL CREEK WAY
City: Frederick, 21701
County: Frederick
SBA district office: BALTIMORE DISTRICT OFFICE
Congressional district: 6

The lender

MVB Bank, Inc.

1 loan to this business

Find SBA lenders for businesses like this

The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in Maryland Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Maryland

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.

Sposa Financial Services LLC

Falls Church, VA· ~40 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.5M
Est. revenue (rough)

Triton Wealth Inc

Mechanicsburg, PA· ~56 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

True Advisory Group, LLC

York, PA· ~48 mi

Portfolio Management and Investment Advice

$406K
SBA financing: ≈ $796K–$1.3M
Est. revenue (rough)

Pine Harbor Wealth Management LLC

Washington, DC· ~38 mi

Portfolio Management and Investment Advice

$1.5M
SBA financing: ≈ $3.0M–$5.1M
Est. revenue (rough)

Opulent Holdings, LLC

Washington, DC· ~41 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Sensenig Capital Advisors, Inc.

Collegeville, PA· ~113 mi

Portfolio Management and Investment Advice

$855K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Wealth Advisors, LLC in Frederick, MD (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 $679K
On record FY2022
3 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Frederick, MD
Lender: MVB Bank, 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 MD for ~$679k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/wealth-advisors-llc-md
API:: https://www.capbench.com/api/public/businesses/wealth-advisors-llc-md
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 Wealth Advisors, LLC 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 Wealth Advisors, LLC.

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