SBA lending record
CFM Wealth Partners LLC
3500 JEFFERSON ST, Austin, TX 78731 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.2M
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is CFM 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.
The loan
$1,159,000 — FY2020
- Gross approval
- $1,159,000
- SBA guaranteed
- $869,250 (75%)
- Status
- Paid in full
- Rate at approval
- 5% f
- Term
- 84 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/19/2020
- First disbursement
- 9/30/2020
- Days to fund
- 42 days
- Paid in full
- 10/31/2022
- Collateral
- None
The lender
Agent summary
This page summarizes the public SBA 7(a) lending record for CFM Wealth Partners LLC in Austin, TX (Portfolio Management). 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 $1.2M
- On record FY2020
- 4 jobs supported
- Industry: Portfolio Management
- Location: Austin, TX
- Lender: Horizon Bank SSB
- 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
Is CFM 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 CFM Wealth Partners LLC.