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Fortitude Wealth Planners, LLC — SBA Loan Record (Traverse City, MI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MI

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SBA lending record

Fortitude Wealth Planners, LLC

601 S Garfield Ave, Ste B, Traverse City, MI 49686 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

Total SBA financing

1

Loan on record

FY2023

On record

5

Jobs supported

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

Is Fortitude Wealth Planners, 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

$1,000,000 — FY2023

Gross approval: $1,000,000
SBA guaranteed: $750,000 (75%)
Status: Current
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 5/1/2023
First disbursement: 5/12/2023
Days to fund: 11 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: Change of Ownership
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 601 S Garfield Ave, Ste B
City: Traverse City, 49686
County: Grand Traverse
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 1

The lender

Byline 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 portfolio management and investment advice — by location, industry.

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

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.

Alexander Seiji Potter

Milford, MI· ~181 mi

Portfolio Management and Investment Advice

$900K
SBA financing: ≈ $1.8M–$2.9M
Est. revenue (rough)

Wealth Ridge Planning LLC

Black River Falls, WI· ~261 mi

Portfolio Management and Investment Advice

$765K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Evergreen Wealth Management, LLC

Williamston, MI· ~157 mi

Portfolio Management and Investment Advice

$625K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

High Point Capital Group, Inc.

Milwaukee, WI· ~170 mi

Portfolio Management and Investment Advice

$588K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

Fourstardave, LLC

Ballston Spa, NY· ~600 mi

Portfolio Management and Investment Advice

$850K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Gerbi Financial Group LLC

Buffalo, MN· ~407 mi

Portfolio Management and Investment Advice

$1.7M
SBA financing: ≈ $3.3M–$5.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Fortitude Wealth Planners, LLC in Traverse City, MI (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 $1.0M
On record FY2023
5 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Traverse City, MI
Lender: Byline Bank

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 MI for ~$1.0M 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/fortitude-wealth-planners-llc-mi
API:: https://dealroom.so/api/public/businesses/fortitude-wealth-planners-llc-mi
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 Fortitude Wealth Planners, 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 Fortitude Wealth Planners, LLC.