SBA lending record
WEALTHPLAN ADVISORS LLC
89 Headquarters Plaza North Suite 1443, Morristown, NJ · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$75K
Total SBA financing
1
Loan on record
FY2023
On record
1
Jobs supported
Is WEALTHPLAN ADVISORS 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
$75,000 — FY2023
- Gross approval
- $75,000
- SBA guaranteed
- $37,500 (50%)
- Status
- Current
- Rate at approval
- 10.95% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/5/2023
- First disbursement
- 2/7/2023
- Days to fund
- 33 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 89 Headquarters Plaza North Suite 1443
- City
- Morristown
- County
- Morris
- SBA district office
- NEW JERSEY DISTRICT OFFICE
- Congressional district
- 7
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.
MK3 WEALTH LLC
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Amadeus Wealth Alternatives ,Inc
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Nardolillo Wealth Plan Advantage, Inc
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New Century Investor Services
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NobleBridge Wealth Management LLC
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Macro Strategy Advisers LLC
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Agent summary
This page summarizes the public SBA 7(a) lending record for WEALTHPLAN ADVISORS LLC in Morristown, NJ (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 $75K
- On record FY2023
- 1 jobs supported
- Industry: Investment Advice
- Location: Morristown, NJ
- Lender: JPMorgan Chase Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NJ for ~$75k 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 WEALTHPLAN ADVISORS LLC.