SBA lending record
2711 Middleburg Dr. Suite 313-C, Columbia, SC 29204 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$350K
Total SBA financing
1
Loan on record
FY2025
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is By Design 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.
The banks most active funding portfolio management and investment advice — by location, industry.
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.
Kyle Atkins Financial Group Inc
Spartanburg, SC· ~83 mi
Portfolio Management and Investment Advice
Grid 202 LLC
Durham, NC· ~178 mi
Portfolio Management and Investment Advice
HealthRight Products, LLC.
Greensboro, NC· ~158 mi
Northwestern Mutual - Field Director's Contract
Mobius Financial Advisors LLC
Sunset, SC· ~124 mi
Portfolio Management and Investment Advice
The Breit Group, LLC
Wrightsville Beach, NC· ~184 mi
Portfolio Management and Investment Advice
ALPHA FINANCIAL MANAGEMENT, INC.
Savannah, GA· ~139 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for By Design Wealth Management, LLC in Columbia, SC (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.
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 SC for ~$350k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is By Design 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 By Design Wealth Management, LLC.