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2M WEALTH MANAGEMENT LLC — SBA Loan Record (Boca Raton, FL) | DealRoom

Intelligence/Portfolio Management and Investment Advice/FL

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SBA lending record

2M WEALTH MANAGEMENT LLC

2500 N MILITARY TRL SUITE 316, Boca Raton, FL 33431 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2023

On record

—

Jobs supported

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

Is 2M 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.

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The loan

$100,000 — FY2023

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Current
Rate at approval: 12.25% v
Term: 96 mo (8 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/10/2023
First disbursement: 4/5/2023
Days to fund: 26 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Manufacturers and Traders Trust Company
Address: 2500 N MILITARY TRL SUITE 316
City: Boca Raton, 33431
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 22

The lender

Manufacturers and Traders Trust Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

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

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

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.

Max Options Trading LLC

Delray Beach, FL· ~6 mi

Portfolio Management and Investment Advice

$94K
SBA financing: ≈ $183K–$306K
Est. revenue (rough)

Rain Advisors, LLC

Delray Beach, FL· ~5 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

ALLASEA HOLDINGS, INC.

Fort Lauderdale, FL· ~13 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Kailix Advisors LLC

Aventura, FL· ~28 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Jason Berk

Boca Raton, FL· ~2 mi

Portfolio Management and Investment Advice

$360K
SBA financing: ≈ $706K–$1.2M
Est. revenue (rough)

Empire Investment Biz Inc

North Miami, FL· ~33 mi

Portfolio Management and Investment Advice

$93K
SBA financing: ≈ $182K–$304K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for 2M WEALTH MANAGEMENT LLC in Boca Raton, FL (Portfolio Management and Investment Advice). DealRoom 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 $100K
On record FY2023
Industry: Portfolio Management and Investment Advice
Location: Boca Raton, FL
Lender: Manufacturers and Traders Trust Company

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 FL for ~$100k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/2m-wealth-management-llc-fl
API:: https://dealroom.so/api/public/businesses/2m-wealth-management-llc-fl
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is 2M WEALTH MANAGEMENT LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with 2M WEALTH MANAGEMENT LLC.