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Gratus Wealth Advisors, LLC — SBA Loan Record (Virginia Beach, VA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/VA

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SBA lending record

Gratus Wealth Advisors, LLC

5544 Greenwich Road, Suite 107, Virginia Beach, VA 23462 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$3.6M

Total SBA financing

1

Loan on record

FY2022

On record

5

Jobs supported

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

Is Gratus Wealth Advisors, 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

$3,600,000 — FY2022

Gross approval: $3,600,000
SBA guaranteed: $2,700,000 (75%)
Status: Paid in full
Rate at approval: 6.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 5/24/2022
First disbursement: 5/31/2022
Days to fund: 7 days
Paid in full: 9/30/2022
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: 5544 Greenwich Road, Suite 107
City: Virginia Beach, 23462
County: Virginia Beach City
SBA district office: RICHMOND DISTRICT OFFICE
Congressional district: 2

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 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.

HENDERSON FINANCIAL GROUP LLC

Virginia Beach, VA· ~3 mi

Portfolio Management and Investment Advice

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

SAZZE PARTNERS, INC.

Burlingame, CA· ~2515 mi

Portfolio Management and Investment Advice

$3.8M
SBA financing: ≈ $7.5M–$12M
Est. revenue (rough)

Pine Harbor Wealth Management LLC

Washington, DC· ~153 mi

Portfolio Management and Investment Advice

$1.5M
SBA financing: ≈ $3.0M–$5.1M
Est. revenue (rough)

WEALTH MANAGEMENT GROUP, INCORPORATED

Winston Salem, NC· ~236 mi

Portfolio Management and Investment Advice

$2.1M
SBA financing: ≈ $4.1M–$6.9M
Est. revenue (rough)

PROPARTNERS WEALTH LLC

Columbia, MO· ~891 mi

Portfolio Management and Investment Advice

$2.7M
SBA financing: ≈ $5.3M–$8.8M
Est. revenue (rough)

Purvines Management LLC

Henderson, NV· ~2146 mi

Portfolio Management and Investment Advice

$5.0M
SBA financing: ≈ $9.8M–$16M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Gratus Wealth Advisors, LLC in Virginia Beach, 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 $3.6M
On record FY2022
5 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Virginia Beach, VA
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 VA for ~$3.6M 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/gratus-wealth-advisors-llc-va
API:: https://dealroom.so/api/public/businesses/gratus-wealth-advisors-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 Gratus Wealth Advisors, 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 Gratus Wealth Advisors, LLC.