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Childfree Wealth, LLC — SBA Loan Record (Mount Juliet, TN) | DealRoom

Intelligence/Portfolio Management and Investment Advice/TN

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SBA lending record

Childfree Wealth, LLC

2115 N Mount Juliet Rd, Mount Juliet, TN 37122 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$250K

Total SBA financing

1

Loan on record

FY2024

On record

13

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Childfree Wealth, 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

$250,000 — FY2024

Gross approval: $250,000
SBA guaranteed: $187,500 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/28/2024
First disbursement: 7/18/2024
Days to fund: 20 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 13
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Capital Bank, National Association
Address: 2115 N Mount Juliet Rd
City: Mount Juliet, 37122
County: Wilson
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 4

The lender

Capital Bank, National Association

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

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.

FORTRESS WEALTH MANAGEMENT LLC

Murfreesboro, TN· ~23 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Lucas R Dancy-Cabeal

Mount Juliet, TN· ~4 mi

Portfolio Management and Investment Advice

$1.6M
SBA financing: ≈ $3.1M–$5.1M
Est. revenue (rough)

DRS INVESTMENTS, LLC

Nashville, TN· ~18 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

Mobius Financial Advisors LLC

Sunset, SC· ~223 mi

Portfolio Management and Investment Advice

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

Amanda Janssen

Clarksville, IN· ~152 mi

Portfolio Management and Investment Advice

$340K
SBA financing: ≈ $667K–$1.1M
Est. revenue (rough)

JWC Partnership

Oneida, TN· ~114 mi

Portfolio Management and Investment Advice

$423K
SBA financing: ≈ $829K–$1.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Childfree Wealth, LLC in Mount Juliet, TN (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 $250K
On record FY2024
13 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Mount Juliet, TN
Lender: Capital Bank, National Association

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 TN for ~$250k 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/childfree-wealth-llc-tn
API:: https://dealroom.so/api/public/businesses/childfree-wealth-llc-tn
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 Childfree Wealth, 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 Childfree Wealth, LLC.