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John William Powell Jr — SBA Loan Record (Wexford, PA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/PA

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SBA lending record

John William Powell Jr

10069 Grubbs Road, Wexford, PA 15090 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$25K

Total SBA financing

1

Loan on record

FY2026

On record

2

Jobs supported

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

Is John William Powell Jr 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

$25,000 — FY2026

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: Committed
Rate at approval: 10.54% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/6/2026
Collateral: None
Jobs supported: 2
Business type: Individual
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: KeyBank National Association
Address: 10069 Grubbs Road
City: Wexford, 15090
County: Allegheny
SBA district office: PITTSBURGH DISTRICT OFFICE
Congressional district: 17

The lender

KeyBank National Association

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

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.

Valerie A Visconti

Wexford, PA· ~2 mi

Portfolio Management and Investment Advice

$345K
SBA financing: ≈ $676K–$1.1M
Est. revenue (rough)

BUTSON FINANCIAL ADVISORS, LLC

Sewickley, PA· ~4 mi

Portfolio Management and Investment Advice

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

THOMPSON FINANCIAL PLANNING, LLC

Pittsburgh, PA· ~10 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

THOMAS FINANCIAL ADVISORY GROUP

Pittsburgh, PA· ~12 mi

Portfolio Management and Investment Advice

$965K
SBA financing: ≈ $1.9M–$3.2M
Est. revenue (rough)

Brinser Consulting, LLC

Leesburg, VA· ~168 mi

Portfolio Management and Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Axias Wealth Advisors LLC

Pittsburgh, PA· ~12 mi

Portfolio Management and Investment Advice

$187K
SBA financing: ≈ $367K–$611K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for John William Powell Jr in Wexford, PA (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 $25K
On record FY2026
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Wexford, PA
Lender: KeyBank National Association

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 PA for ~$25k 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/john-william-powell-jr-pa
API:: https://dealroom.so/api/public/businesses/john-william-powell-jr-pa
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 John William Powell Jr 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 John William Powell Jr.