SBA lending record
WILKINSON WEALTH MANAGEMENT LLC
889 Rio East Court, Charlottesville, VA 22901 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.8M
Total SBA financing
2
Loans on record
FY2020
On record
18
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is WILKINSON WEALTH MANAGEMENT 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.
All 2 loans
$739,000 — FY2020
Loan 1 of 2- Gross approval
- $739,000
- SBA guaranteed
- $554,250 (75%)
- Status
- Paid in full
- Rate at approval
- 4.89% f
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/23/2020
- First disbursement
- 7/31/2020
- Days to fund
- 99 days
- Paid in full
- 8/31/2023
- Collateral
- Required
- Jobs supported
- 9
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 889 Rio East Court
- City
- Charlottesville, 22901
- County
- Albemarle
- SBA district office
- RICHMOND DISTRICT OFFICE
- Congressional district
- 5
$1,089,000 — FY2020
Loan 2 of 2- Gross approval
- $1,089,000
- SBA guaranteed
- $816,750 (75%)
- Status
- Paid in full
- Rate at approval
- 4.89% f
- Term
- 306 mo (26 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/23/2020
- First disbursement
- 7/31/2020
- Days to fund
- 99 days
- Paid in full
- 8/31/2023
- Collateral
- Required
- Jobs supported
- 9
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Address
- 889 RIO EAST CT
- City
- Charlottesville, 22901
- County
- Albemarle
- SBA district office
- RICHMOND DISTRICT OFFICE
- Congressional district
- 5
The lender
First-Citizens Bank & Trust Company
2 loans to this businessFull SBA lending record + branches on the lender page →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.
Paragon Financial Services
Richmond, VA· ~55 mi
Investment Advice
- $940K
- SBA financing
- ≈ $1.8M–$3.1M
- Est. revenue (rough)
Concord Wealth Holdings LLC
Abingdon, VA· ~216 mi
Investment Advice
- $2.2M
- SBA financing
- ≈ $4.3M–$7.2M
- Est. revenue (rough)
IFP Nova, LLC
Fairfax, VA· ~80 mi
Investment Advice
- $4.5M
- SBA financing
- ≈ $8.8M–$15M
- Est. revenue (rough)
CFI Financial Advisors
Gainesville, VA· ~69 mi
Ameriprise Financial
- $720K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Wealth Management Solutions LLC
Exton, PA· ~203 mi
Investment Advice
- $2.3M
- SBA financing
- ≈ $4.5M–$7.5M
- Est. revenue (rough)
Professional Financial Advisors Inc.
Wayne, PA· ~215 mi
Investment Advice
- $1.4M
- SBA financing
- ≈ $2.7M–$4.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for WILKINSON WEALTH MANAGEMENT LLC in Charlottesville, VA (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 $1.8M
- On record FY2020
- 18 jobs supported
- Industry: Investment Advice
- Location: Charlottesville, VA
- Lender: First-Citizens Bank & Trust Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in VA for ~$914k 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 WILKINSON WEALTH MANAGEMENT LLC.