SBA lending record
4200 REGENT ST, Columbus, OH 43219 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$226K
Total SBA financing
2
Loans on record
FY2024–26
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Elevated Wealth Advisory Group, 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.
G2 CAPITAL MANAGEMENT, LLC
Columbus, OH· ~9 mi
Portfolio Management and Investment Advice
Amta LLC
Columbus, OH· ~8 mi
Ameriprise Financial
Jason Buehner
Westerville, OH· ~7 mi
Portfolio Management and Investment Advice
P. Randolph Financial Group LLC
Westerville, OH· ~6 mi
Portfolio Management and Investment Advice
Forest Drive Properties, LLC
New Albany, OH· ~7 mi
Portfolio Management and Investment Advice
Jason A Buehner
Westerville, OH· ~7 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Elevated Wealth Advisory Group, LLC in Columbus, OH (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 OH for ~$113k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Elevated Wealth Advisory Group, LLC your business?
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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 Elevated Wealth Advisory Group, LLC.