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Global Trends Wealth Management, LLC — SBA Loan Record (Norton Shores, MI) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/MI

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SBA lending record

Global Trends Wealth Management, LLC

1535 Farr Rd, Norton Shores, MI 49444 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$25K

Total SBA financing

1

Loan on record

FY2022

On record

2

Jobs supported

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

Is Global Trends Wealth Management, 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

$25,000 — FY2022

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: Current
Rate at approval: 5.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/16/2022
First disbursement: 6/7/2022
Days to fund: 22 days
Collateral: None
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: The Huntington National Bank
Address: 1535 Farr Rd
City: Norton Shores, 49444
County: Muskegon
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 2

The lender

The Huntington National 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 miscellaneous financial investment activities — by location, industry.

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

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.

Whisper Wealth Builders

Oak Lawn, IL· ~126 mi

Miscellaneous Financial Investment Activities

$48K
SBA financing: ≈ $94K–$157K
Est. revenue (rough)

Family Capital Management, Inc.

Grand Rapids, MI· ~30 mi

Miscellaneous Financial Investment Activities

$747K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Mountain View Financial Inc.

Valley Cottage, NY· ~644 mi

Miscellaneous Financial Investment Activities

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

MARK DRAKE & ASSOCIATES, INC.

Portage, MI· ~70 mi

Miscellaneous Financial Investment Activities

$659K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Christopher A Root

Edina, MN· ~373 mi

Miscellaneous Financial Investment Activities

$75K
SBA financing: ≈ $147K–$245K
Est. revenue (rough)

Capex Financial LLC

Libertyville, IL· ~107 mi

Miscellaneous Financial Investment Activities

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Global Trends Wealth Management, LLC in Norton Shores, MI (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 $25K
On record FY2022
2 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Norton Shores, MI
Lender: The Huntington National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in MI for ~$25k 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/global-trends-wealth-management-llc-mi
API:: https://dealroom.so/api/public/businesses/global-trends-wealth-management-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 Global Trends 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 Global Trends Wealth Management, LLC.