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ELITE WEALTH MANAGERS, LLC — SBA Loan Record (Brooklyn, NY) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/NY

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SBA lending record

ELITE WEALTH MANAGERS, LLC

8302 13th Ave, Brooklyn, NY 11228 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.7M

Total SBA financing

1

Loan on record

FY2021

On record

2

Jobs supported

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

Is ELITE WEALTH MANAGERS, 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

$1,721,000 — FY2021

Gross approval: $1,721,000
SBA guaranteed: $1,548,900 (90%)
Status: Cancelled
Rate at approval: 5.25% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/12/2021
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: Celtic Bank Corporation
Address: 8302 13th Ave
City: Brooklyn, 11228
County: Kings
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 10

The lender

Celtic Bank Corporation

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 miscellaneous financial investment activities — by location, industry.

SBA lenders in New York Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in New York

Similar businesses

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

Landmark Ventures USA Inc.

New York, NY· ~9 mi

Miscellaneous Financial Investment Activities

$6.7M
SBA financing: ≈ $13M–$22M
Est. revenue (rough)

Marco Polo X LLC

New York, NY· ~10 mi

Miscellaneous Financial Investment Activities

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

DJCOS ADVISORS LLC

Staten Island, NY· ~5 mi

Miscellaneous Financial Investment Activities

$99K
SBA financing: ≈ $194K–$324K
Est. revenue (rough)

Clearpath FP Consulting LLC

Poughkeepsie, NY· ~75 mi

Miscellaneous Financial Investment Activities

$660K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Mountain View Financial Inc.

Valley Cottage, NY· ~34 mi

Miscellaneous Financial Investment Activities

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

INVESTABLE WEALTH MANAGEMENT INC

Oakwood, OH· ~540 mi

Miscellaneous Financial Investment Activities

$3.1M
SBA financing: ≈ $6.0M–$10M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ELITE WEALTH MANAGERS, LLC in Brooklyn, NY (Miscellaneous Financial Investment Activities). 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 $1.7M
On record FY2021
2 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Brooklyn, NY
Lender: Celtic Bank Corporation

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in NY for ~$1.7M 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/elite-wealth-managers-llc-ny
API:: https://dealroom.so/api/public/businesses/elite-wealth-managers-llc-ny
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 ELITE WEALTH MANAGERS, 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 ELITE WEALTH MANAGERS, LLC.