SBA lending record
629 S PALESTINE ST, Athens, TX 75751 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$240K
Total SBA financing
1
Loan on record
FY2024
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is J.K. Roberts Wealth Management Incorporated your business?
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The banks most active funding portfolio management and investment advice — by location, industry.
This page summarizes the public SBA 7(a) lending record for J.K. Roberts Wealth Management Incorporated in Athens, TX (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.
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 TX for ~$240k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is J.K. Roberts Wealth Management Incorporated your business?
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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 J.K. Roberts Wealth Management Incorporated.