SBA lending record
Bartlett Wealth Management
1 WEST BOYLSTON ST, Worcester, MA · All Other Professional, Scientific, and Technical Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$200K
Total SBA financing
1
Loan on record
FY2024
On record
9
Jobs supported
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The loan
$200,000 — FY2024
- Gross approval
- $200,000
- SBA guaranteed
- $100,000 (50%)
- Status
- Current
- Rate at approval
- 10.5% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/15/2024
- First disbursement
- 7/19/2024
- Days to fund
- 4 days
- Collateral
- Required
- Jobs supported
- 9
The lender
Webster Five Cents Savings Bank
1 loan to this businessAgent summary
This page summarizes the public SBA 7(a) lending record for Bartlett Wealth Management in Worcester, MA (All Other Professional, Scientific, and Technical Services). 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 $200K
- On record FY2024
- 9 jobs supported
- Industry: All Other Professional, Scientific, and Technical Services
- Location: Worcester, MA
- Lender: Webster Five Cents Savings Bank
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
Is Bartlett Wealth Management 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 Bartlett Wealth Management.