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Ivory Wealth Management, Inc. — SBA Loan Record (Essex, CT) | DealRoom

Intelligence/Portfolio Management and Investment Advice/CT

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SBA lending record

Ivory Wealth Management, Inc.

124 Westbrook Road, Suite 202, Essex, CT · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$200K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

Is Ivory Wealth Management, Inc. 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

$200,000 — FY2025

Gross approval: $200,000
SBA guaranteed: $150,000 (75%)
Status: Current
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/3/2025
First disbursement: 9/12/2025
Days to fund: 9 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Beacon Bank and Trust
Address: 124 Westbrook Road, Suite 202
City: Essex
County: Lower Ct River Vly
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 2

The lender

Beacon Bank and Trust

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 Connecticut Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Connecticut

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.

GRANITE GROUP ADVISORS LLC

Stamford, CT

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

North Cove LLC

Old Saybrook, CT

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Michael Tangney

Glastonbury, CT

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

TAILORED WEALTH LLC

Fairfield, CT

Portfolio Management and Investment Advice

$135K
SBA financing: ≈ $265K–$441K
Est. revenue (rough)

SENTINEL ASSET MANAGEMENT LLC

Wallingford, CT

Portfolio Management and Investment Advice

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

RHODES INDUSTRIAL SOLUTIONS, LLC

Lincoln, NE

Portfolio Management and Investment Advice

$378K
SBA financing: ≈ $741K–$1.2M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Ivory Wealth Management, Inc. in Essex, CT (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 $200K
On record FY2025
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Essex, CT
Lender: Beacon Bank and Trust

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 CT for ~$200k 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/ivory-wealth-management-inc-ct
API:: https://dealroom.so/api/public/businesses/ivory-wealth-management-inc-ct
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 Ivory Wealth Management, Inc. 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 Ivory Wealth Management, Inc..