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Akerman/Tobon Family Trust — SBA Loan Record (Newport Beach, CA) | DealRoom

Intelligence/Offices of Physicians (except Mental Health Specialists)/CA

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SBA lending record

Akerman/Tobon Family Trust

355 PLACENTIA AVE, Newport Beach, CA 92663 · Offices of Physicians (except Mental Health Specialists). The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.1M

Total SBA financing

1

Loan on record

FY2026

On record

8

Jobs supported

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

Is Akerman/Tobon Family Trust 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

$1,133,000 — FY2026

Gross approval: $1,133,000
SBA guaranteed: $849,750 (75%)
Status: Current
Rate at approval: 6.23% f
Term: 309 mo (26 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/6/2026
First disbursement: 1/20/2026
Days to fund: 14 days
Collateral: Required
Jobs supported: 8
Business type: Corporation
Business age: Startup, Loan Funds will Open Business
Industry: Offices of Physicians (except Mental Health Specialists)
NAICS code: 621111
Lender: Wells Fargo Bank National Association
Address: 355 PLACENTIA AVE
City: Newport Beach, 92663
County: Orange
SBA district office: SANTA ANA DISTRICT OFFICE
Congressional district: 48

The lender

Wells Fargo Bank National Association

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 offices of physicians (except mental health specialists) — by location, industry.

SBA lenders in California Lenders for offices of physicians (except mental health specialists)Offices of Physicians (except Mental Health Specialists) lenders in California

Similar businesses

Comparable offices of physicians (except mental health specialists) in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

JMC MEDICAL CORPORATION

Newport Beach, CA· ~1 mi

Offices of Physicians (except Mental Health Specialists)

$825K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Qazi Cosmetic Clinic

Newport Beach, CA· ~4 mi

Offices of Physicians (except Mental Health Specialists)

$963K
SBA financing: ≈ $1.9M–$3.1M
Est. revenue (rough)

NPB CAPITAL GROUP LLC

Newport Beach, CA· ~3 mi

Offices of Physicians (except Mental Health Specialists)

$837K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Allianz Research Institute

Westminster, CA· ~10 mi

Offices of Physicians (except Mental Health Specialists)

$990K
SBA financing: ≈ $1.9M–$3.2M
Est. revenue (rough)

Dove Holding LLC

Newport Beach, CA· ~4 mi

Offices of Physicians (except Mental Health Specialists)

$1.2M
SBA financing: ≈ $2.4M–$4.1M
Est. revenue (rough)

AGAPE ACUPUNCTURE, INC.

Newport Beach, CA· ~3 mi

Offices of Physicians (except Mental Health Specialists)

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Akerman/Tobon Family Trust in Newport Beach, CA (Offices of Physicians (except Mental Health Specialists)). 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 $1.1M
On record FY2026
8 jobs supported
Industry: Offices of Physicians (except Mental Health Specialists)
Location: Newport Beach, CA
Lender: Wells Fargo Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Physicians (except Mental Health Specialists) businesses in CA for ~$1.1M 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/akerman-tobon-family-trust-ca
API:: https://dealroom.so/api/public/businesses/akerman-tobon-family-trust-ca
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 Akerman/Tobon Family Trust 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 Akerman/Tobon Family Trust.