SBA lending record
HAUG WEALTH MANAGEMENT
406 9TH AVE, STE 308, San Diego, CA 92101 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$245K
Total SBA financing
1
Loan on record
FY2024
On record
1
Jobs supported
Is HAUG WEALTH MANAGEMENT your business?
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The loan
$245,000 — FY2024
- Gross approval
- $245,000
- SBA guaranteed
- $183,750 (75%)
- Status
- Current
- Rate at approval
- 7.84% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/9/2023
- First disbursement
- 12/6/2023
- Days to fund
- 27 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
The lender
Wells Fargo Bank National Association
1 loan to this business- Total assets
- $1852239.0B
- Deposits
- $1516982.0B
- Loans outstanding
- $971566.0B
- Net income
- $5961.0B
- Return on assets
- 1.297656664123309%
- Return on equity
- 13.75%
- Total equity
- $173016.0B
- Offices
- 4,176
- Founded
- 01/0
- Headquarters
- 3201 N 4th Ave, Sioux Falls, SD, 57104
- FDIC cert
- 3511
- Website
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with HAUG WEALTH MANAGEMENT.