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ALPHA FINANCIAL MANAGEMENT, INC. — SBA Loan Record (Savannah, GA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/GA

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SBA lending record

ALPHA FINANCIAL MANAGEMENT, INC.

7505 WATERS AVE, Savannah, GA 31406 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$499K

Total SBA financing

1

Loan on record

FY2025

On record

4

Jobs supported

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

Is ALPHA FINANCIAL MANAGEMENT, INC. 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

$499,000 — FY2025

Gross approval: $499,000
SBA guaranteed: $374,250 (75%)
Status: Current
Rate at approval: 9.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/24/2025
First disbursement: 3/31/2025
Days to fund: 7 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: SouthState Bank, National Association
Address: 7505 WATERS AVE
City: Savannah, 31406
County: Chatham
SBA district office: GEORGIA DISTRICT OFFICE
Congressional district: 1

The lender

SouthState 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 portfolio management and investment advice — by location, industry.

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

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.

By Design Wealth Management, LLC

Columbia, SC· ~139 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Wiser Wealth Management, Inc

Marietta, GA· ~241 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

RWP Holdings, LLC

Baton Rouge, LA· ~599 mi

Portfolio Management and Investment Advice

$490K
SBA financing: ≈ $961K–$1.6M
Est. revenue (rough)

Willow Chute Financial, LLC

Benton, LA· ~732 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

More2 Wealth LLC

Conroe, TX· ~856 mi

Portfolio Management and Investment Advice

$540K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

WLWA, LLC

Allen, TX· ~910 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ALPHA FINANCIAL MANAGEMENT, INC. in Savannah, GA (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 $499K
On record FY2025
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Savannah, GA
Lender: SouthState Bank, National Association

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 GA for ~$499k 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/alpha-financial-management-inc-ga
API:: https://dealroom.so/api/public/businesses/alpha-financial-management-inc-ga
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 ALPHA FINANCIAL MANAGEMENT, INC. 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 ALPHA FINANCIAL MANAGEMENT, INC..