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ForwardLook Wealth Planning LLC — SBA Loan Record (Reston, VA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/VA

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SBA lending record

ForwardLook Wealth Planning LLC

11790 SUNRISE VALLEY DR, Reston, VA 20191 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$60K

Total SBA financing

1

Loan on record

FY2025

On record

4

Jobs supported

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

Is ForwardLook Wealth Planning 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

$60,000 — FY2025

Gross approval: $60,000
SBA guaranteed: $30,000 (50%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/17/2025
First disbursement: 9/30/2025
Days to fund: 75 days
Collateral: None
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Manufacturers and Traders Trust Company
Address: 11790 SUNRISE VALLEY DR
City: Reston, 20191
County: Fairfax
SBA district office: WASHINGTON DISTRICT OFFICE
Congressional district: 11

The lender

Manufacturers and Traders Trust Company

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

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.

Clover Leaf Wealth Strategies LLC

Leesburg, VA· ~22 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

AZTLAN EQUITY MANAGEMENT, LLC

Mc Lean, VA· ~7 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Brinser Consulting, LLC

Leesburg, VA· ~14 mi

Portfolio Management and Investment Advice

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

CAPITAL AREA PLANNING GROUP LLC

Washington, DC· ~22 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Burkholder & Associates LLC

Chevy Chase, MD· ~15 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

HENRY WEALTH MANAGEMENT, LLC

Baltimore, MD· ~46 mi

Portfolio Management and Investment Advice

$66K
SBA financing: ≈ $129K–$216K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ForwardLook Wealth Planning LLC in Reston, VA (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 $60K
On record FY2025
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Reston, VA
Lender: Manufacturers and Traders Trust Company

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 VA for ~$60k 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/forwardlook-wealth-planning-llc-va
API:: https://dealroom.so/api/public/businesses/forwardlook-wealth-planning-llc-va
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 ForwardLook Wealth Planning 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 ForwardLook Wealth Planning LLC.