SBA lending record
GCG WEALTH MANAGEMENT LLC
9115 Harris Corners Parkway, Suite 250, Charlotte, NC 28269 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$7.0M
Total SBA financing
2
Loans on record
FY2020–21
On record
41
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$3,400,000 — FY2021
Loan 1 of 2- Gross approval
- $3,400,000
- SBA guaranteed
- $1,156,000 (34%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/1/2021
- First disbursement
- 4/2/2021
- Days to fund
- 1 days
- Paid in full
- 8/31/2023
- Collateral
- Required
The lenders
First State Bank Nebraska
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for GCG WEALTH MANAGEMENT LLC in Charlotte, NC (Insurance Agencies and Brokerages). 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.
- 2 SBA 7(a) loans totaling $7.0M
- On record FY2020–21
- 41 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Charlotte, NC
- Lenders: First State Bank Nebraska, Byline Bank
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is GCG 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 GCG WEALTH MANAGEMENT LLC.