SBA lending record
155 Sunnynoll Court Suite #101, Winston Salem, NC 27106 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$579K
Total SBA financing
1
Loan on record
FY2024
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Dixon and Company 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.
ADAPTFIRST INVESTMENTS LLC
Kernersville, NC· ~12 mi
Portfolio Management and Investment Advice
WEALTH MANAGEMENT GROUP, INCORPORATED
Winston Salem, NC· ~5 mi
Portfolio Management and Investment Advice
HealthRight Products, LLC.
Greensboro, NC· ~28 mi
Northwestern Mutual - Field Director's Contract
Grid 202 LLC
Durham, NC· ~83 mi
Portfolio Management and Investment Advice
Talley Financial LLC
Johnson City, TN· ~117 mi
Portfolio Management and Investment Advice
Financial Consultants Group, Inc.
Cumming, GA· ~255 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Dixon and Company Wealth Management, LLC in Winston Salem, NC (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 NC for ~$579k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Dixon and Company 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 Dixon and Company Wealth Management, LLC.