SBA lending record
Block Wealth Management
12850 Sandpiper Grove Court, Charlotte, NC 28278 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.9M
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Block Wealth Management 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.
The loan
$1,925,000 — FY2020
- Gross approval
- $1,925,000
- SBA guaranteed
- $1,443,750 (75%)
- Status
- Cancelled
- Rate at approval
- 5.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 4/23/2020
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Investment Advice
The lender
First State Bank Nebraska
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for Block Wealth Management in Charlotte, NC (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 $1.9M
- On record FY2020
- Industry: Investment Advice
- Location: Charlotte, NC
- Lender: First State Bank Nebraska
- 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:
- Sources & methodology
- Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Is Block 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 Block Wealth Management.