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Attain Wealth Planning LLC — SBA Loan Record (Depew, NY) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NY

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SBA lending record

Attain Wealth Planning LLC

6430 TRANSIT RD, Depew, NY 14043 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2025

On record

3

Jobs supported

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

Is Attain Wealth Planning 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

$150,000 — FY2025

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 13.24% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/6/2024
First disbursement: 12/10/2024
Days to fund: 4 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 6430 TRANSIT RD
City: Depew, 14043
County: Erie
SBA district office: BUFFALO DISTRICT OFFICE
Congressional district: 26

The lender

Live Oak Banking 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 New York Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in New York

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.

Lauren A. Gidley

Williamsville, NY· ~2 mi

Portfolio Management and Investment Advice

$320K
SBA financing: ≈ $627K–$1.0M
Est. revenue (rough)

Silver Grove Financial Group, Inc.

Orchard Park, NY· ~11 mi

Portfolio Management and Investment Advice

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

PITTSFORD TAX AND WEALTH PARTNERS

Pittsford, NY· ~63 mi

Portfolio Management and Investment Advice

$180K
SBA financing: ≈ $353K–$588K
Est. revenue (rough)

WILSON & DATTILO, LLC

East Rochester, NY· ~62 mi

Portfolio Management and Investment Advice

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

BC NAVIGATOR FINANCIAL LLC

Rochester, NY· ~58 mi

Portfolio Management and Investment Advice

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

ClearOut, LLC

Amherst, NY· ~9 mi

Portfolio Management and Investment Advice

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Attain Wealth Planning LLC in Depew, NY (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 $150K
On record FY2025
3 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Depew, NY
Lender: Live Oak Banking 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 NY for ~$150k 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/attain-wealth-planning-llc-ny
API:: https://dealroom.so/api/public/businesses/attain-wealth-planning-llc-ny
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 Attain Wealth Planning 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 Attain Wealth Planning LLC.