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Axim Wealth Management LLC — SBA Loan Record (Springboro, OH) | DealRoom

Intelligence/Portfolio Management and Investment Advice/OH

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SBA lending record

Axim Wealth Management LLC

4 Sycamore Creek Dr, Springboro, OH 45066 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

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 Axim 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

$1,005,000 — FY2026

Gross approval: $1,005,000
SBA guaranteed: $753,750 (75%)
Status: Cancelled
Rate at approval: 7.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 1/23/2026
Collateral: Required
Jobs supported: 8
Business type: Corporation
Business age: Change of Ownership
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 4 Sycamore Creek Dr
City: Springboro, 45066
County: Warren
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 1

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

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.

Adams Financial Group, Inc.

Centerville, OH· ~7 mi

Portfolio Management and Investment Advice

$480K
SBA financing: ≈ $941K–$1.6M
Est. revenue (rough)

ARGENTARII, LLC

Cincinnati, OH· ~31 mi

Portfolio Management and Investment Advice

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

Jason Palmer LLC

Dublin, OH· ~69 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.5M
Est. revenue (rough)

D & J Worldwide LLC

Bellefontaine, OH· ~61 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

Forest Drive Properties, LLC

New Albany, OH· ~85 mi

Portfolio Management and Investment Advice

$881K
SBA financing: ≈ $1.7M–$2.9M
Est. revenue (rough)

Abner Properties Rangeline, LLC

Carmel, IN· ~105 mi

Portfolio Management and Investment Advice

$999K
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Axim Wealth Management LLC in Springboro, OH (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 $1.0M
On record FY2026
8 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Springboro, OH
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 OH for ~$1.0M 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/axim-wealth-management-llc-oh
API:: https://dealroom.so/api/public/businesses/axim-wealth-management-llc-oh
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 Axim 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 Axim Wealth Management LLC.