SBA lending record
Wealth Forward LLC
2632 47th St S Ste 107, Fargo, ND 58104 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$334K
Total SBA financing
1
Loan on record
FY2020
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Wealth Forward LLC 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
$333,700 — FY2020
- Gross approval
- $333,700
- SBA guaranteed
- $250,275 (75%)
- Status
- Paid in full
- Rate at approval
- 5.75% v
- Term
- 84 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/26/2020
- First disbursement
- 9/30/2020
- Days to fund
- 35 days
- Paid in full
- 4/30/2021
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Old National Bank
- Address
- 2632 47th St S Ste 107
- City
- Fargo, 58104
- County
- Cass
- SBA district office
- NORTH DAKOTA DISTRICT OFFICE
- Congressional district
- 0
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.
RPM Advisors LLC
Fargo, ND· ~3 mi
Investment Advice
- $57K
- SBA financing
- ≈ $111K–$185K
- Est. revenue (rough)
Blue Ocean Holdings, LLC
Elk River, MN· ~189 mi
Investment Advice
- $334K
- SBA financing
- ≈ $655K–$1.1M
- Est. revenue (rough)
Nepsis, Inc.
Savage, MN· ~220 mi
Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
J. Alan Financial, Inc.
Maple Grove, MN· ~205 mi
Investment Advice
- $285K
- SBA financing
- ≈ $558K–$930K
- Est. revenue (rough)
Travis E Warnock
Bellevue, WA· ~1185 mi
Investment Advice
- $338K
- SBA financing
- ≈ $662K–$1.1M
- Est. revenue (rough)
PACE FINANCIAL ADVISORS
Hillsboro, OR· ~1247 mi
Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Wealth Forward LLC in Fargo, ND (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 $334K
- On record FY2020
- 3 jobs supported
- Industry: Investment Advice
- Location: Fargo, ND
- Lender: Old National Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in ND for ~$334k 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 Wealth Forward 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 Forward LLC.