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Atwater Wealth Management Inc. — SBA Loan Record (Boston, MA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MA

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SBA lending record

Atwater Wealth Management Inc.

176 FEDERAL ST, Boston, MA · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2024

On record

—

Jobs supported

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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

$50,000 — FY2024

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Current
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/9/2023
First disbursement: 11/21/2023
Days to fund: 12 days
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Leader Bank, National Association
Address: 176 FEDERAL ST
City: Boston
County: Suffolk
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 7

The lender

Leader 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 Massachusetts Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Massachusetts

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.

Julie linehan

Braintree, MA· ~11 mi

Portfolio Management and Investment Advice

$74K
SBA financing: ≈ $145K–$242K
Est. revenue (rough)

Allegiance Financial Services, Inc.

Hingham, MA· ~14 mi

Portfolio Management and Investment Advice

$51K
SBA financing: ≈ $100K–$167K
Est. revenue (rough)

LTR FINANCE LLC

Waltham, MA· ~9 mi

Portfolio Management and Investment Advice

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

Andrew Ball

Cambridge, MA· ~2 mi

Portfolio Management and Investment Advice

$1.2M
SBA financing: ≈ $2.4M–$4.0M
Est. revenue (rough)

SOUND VIEW FINANCIAL ADVISORS LLC

Walpole, MA· ~17 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Great Oak Capital Partners, LLC

South Easton, MA· ~22 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Atwater Wealth Management Inc. in Boston, MA (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 $50K
On record FY2024
Industry: Portfolio Management and Investment Advice
Location: Boston, MA
Lender: Leader 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 MA for ~$50k 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/atwater-wealth-management-inc-ma
API:: https://dealroom.so/api/public/businesses/atwater-wealth-management-inc-ma
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 Atwater Wealth 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 Atwater Wealth Management Inc..