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CLOUD WEALTH STRATEGIES LLC — SBA Loan Record (Rowlett, TX) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TX

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SBA lending record

CLOUD WEALTH STRATEGIES LLC

3601 BERMUDA DRIVE, Rowlett, TX 75088 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$30K

Total SBA financing

1

Loan on record

FY2024

On record

—

Jobs supported

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

Is CLOUD WEALTH STRATEGIES 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

$30,000 — FY2024

Gross approval: $30,000
SBA guaranteed: $15,000 (50%)
Status: Current
Rate at approval: 13% f
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/26/2024
First disbursement: 6/27/2024
Days to fund: 1 days
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: PlainsCapital Bank
Address: 3601 BERMUDA DRIVE
City: Rowlett, 75088
County: Dallas
SBA district office: DALLAS / FT WORTH DISTRICT OFFICE
Congressional district: 4

The lender

PlainsCapital Bank

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 insurance agencies and brokerages — by location, industry.

SBA lenders in Texas Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Texas

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

YASMINE LUEVANO INSURANCE AGENCY INC

Dallas, TX· ~14 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

WHITE ROCK INSURANCE SERVICES LLC

Dallas, TX· ~13 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

RD Insurance Consulting

Mckinney, TX· ~20 mi

Insurance Agencies and Brokerages

$36K
SBA financing: ≈ $70K–$116K
Est. revenue (rough)

Larry Allen Insurance and Financial Services, Inc

Mesquite, TX· ~11 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Balkin Insurance Group LLC

Prosper, TX· ~27 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

BANKS BROKERAGE LLC

Dallas, TX· ~14 mi

Insurance Agencies and Brokerages

$95K
SBA financing: ≈ $186K–$310K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CLOUD WEALTH STRATEGIES LLC in Rowlett, TX (Insurance Agencies and Brokerages). 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 $30K
On record FY2024
Industry: Insurance Agencies and Brokerages
Location: Rowlett, TX
Lender: PlainsCapital Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TX for ~$30k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/cloud-wealth-strategies-llc-tx
API:: https://dealroom.so/api/public/businesses/cloud-wealth-strategies-llc-tx
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 CLOUD WEALTH STRATEGIES 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 CLOUD WEALTH STRATEGIES LLC.