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Granite Bay Wealth Management LLC — SBA Loan Record (Portsmouth, NH) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NH

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SBA lending record

Granite Bay Wealth Management LLC

22 DEER ST, Portsmouth, NH · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

Is Granite Bay 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

$50,000 — FY2024

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Current
Rate at approval: 9.5% v
Term: 108 mo (9 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/5/2023
First disbursement: 4/3/2024
Days to fund: 120 days
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Camden National Bank
Address: 22 DEER ST
City: Portsmouth
County: Rockingham
SBA district office: NEW HAMPSHIRE DISTRICT OFFICE
Congressional district: 1

The lender

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

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

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.

Alfred T. Santosuosso

Bedford, NH· ~38 mi

Portfolio Management and Investment Advice

$65K
SBA financing: ≈ $127K–$212K
Est. revenue (rough)

Phoebe Story

Concord, NH· ~41 mi

Portfolio Management and Investment Advice

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Cohen Investment Advisors LLC

Bedford, NH· ~37 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Nicholas Donald Drouin

Nashua, NH· ~42 mi

Portfolio Management and Investment Advice

$282K
SBA financing: ≈ $553K–$922K
Est. revenue (rough)

Nicholas Drouin

Nashua, NH· ~42 mi

Portfolio Management and Investment Advice

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

Financial Management Associates, LLC

North Andover, MA· ~34 mi

Portfolio Management and Investment Advice

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Granite Bay Wealth Management LLC in Portsmouth, NH (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 $50K
On record FY2024
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Portsmouth, NH
Lender: Camden National 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 NH for ~$50k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/granite-bay-wealth-management-llc-nh
API:: https://dealroom.so/api/public/businesses/granite-bay-wealth-management-llc-nh
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 Granite Bay 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 Granite Bay Wealth Management LLC.