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Concierge Financial Holdings, LLC — SBA Loan Record (Acworth, GA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/GA

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SBA lending record

Concierge Financial Holdings, LLC

3512 McEver Village Lane, Acworth, GA 30101 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$35K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

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

Is Concierge Financial Holdings, 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

$35,000 — FY2025

Gross approval: $35,000
SBA guaranteed: $29,750 (85%)
Status: Current
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/18/2024
First disbursement: 10/26/2024
Days to fund: 8 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Startup, Loan Funds will Open Business
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: CDC Small Business Finance Corp.
Address: 3512 McEver Village Lane
City: Acworth, 30101
County: Cobb
SBA district office: GEORGIA DISTRICT OFFICE
Congressional district: 11

The lender

CDC Small Business Finance Corp.

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

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.

Park Financial, LLC

Marietta, GA· ~15 mi

Portfolio Management and Investment Advice

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

Balance Wealth Partners, LLC

Kennesaw, GA· ~5 mi

Portfolio Management and Investment Advice

$81K
SBA financing: ≈ $158K–$264K
Est. revenue (rough)

Wright Wealth LLC

Atlanta, GA· ~16 mi

Portfolio Management and Investment Advice

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

Wiser Wealth Management, Inc

Marietta, GA· ~9 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Earn Into Wealth Strategies, LLC

Atlanta, GA· ~21 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

77 Below Financial LLC

Evans, GA· ~148 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Concierge Financial Holdings, LLC in Acworth, GA (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 $35K
On record FY2025
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Acworth, GA
Lender: CDC Small Business Finance Corp.

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 GA for ~$35k 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/concierge-financial-holdings-llc-ga
API:: https://dealroom.so/api/public/businesses/concierge-financial-holdings-llc-ga
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 Concierge Financial Holdings, 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 Concierge Financial Holdings, LLC.