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Axis Wealth Partners, LLC — SBA Loan Record (East Providence, RI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/RI

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SBA lending record

Axis Wealth Partners, LLC

197 WARREN AVE, East Providence, RI · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2023

On record

—

Jobs supported

Is Axis Wealth Partners, 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

$100,000 — FY2023

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Paid in full
Rate at approval: 9% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/27/2022
First disbursement: 11/4/2022
Days to fund: 8 days
Paid in full: 12/31/2025
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Beacon Bank and Trust
Address: 197 WARREN AVE
City: East Providence
County: Providence
SBA district office: RHODE ISLAND DISTRICT OFFICE
Congressional district: 1

The lender

Beacon Bank and Trust

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

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.

JAMIEL FINANCIAL ADVISORS, LLC

Warren, RI· ~8 mi

Portfolio Management and Investment Advice

$88K
SBA financing: ≈ $172K–$286K
Est. revenue (rough)

Andrew Ball

Cambridge, MA· ~41 mi

Portfolio Management and Investment Advice

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

Streetlight Financial, Inc.

Westfield, MA· ~74 mi

Portfolio Management and Investment Advice

$551K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

BLUM OPERATIONAL SUPPORT LLC

Westbrook, CT· ~66 mi

Portfolio Management and Investment Advice

$4.5M
SBA financing: ≈ $8.8M–$15M
Est. revenue (rough)

A.C.C.A., Inc.

Melville, NY· ~127 mi

Portfolio Management and Investment Advice

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Financial Management Associates, LLC

North Andover, MA· ~60 mi

Portfolio Management and Investment Advice

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Axis Wealth Partners, LLC in East Providence, RI (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 $100K
On record FY2023
Industry: Portfolio Management and Investment Advice
Location: East Providence, RI
Lender: Beacon Bank and Trust

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 RI for ~$100k 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/axis-wealth-partners-llc-ri
API:: https://dealroom.so/api/public/businesses/axis-wealth-partners-llc-ri
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 Axis Wealth Partners, 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 Axis Wealth Partners, LLC.