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L. Ross Wealth Management Limited Liability Company — SBA Loan Record (Paramus, NJ) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NJ

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SBA lending record

L. Ross Wealth Management Limited Liability Company

461 FROM RD, Paramus, NJ · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$250K

Total SBA financing

1

Loan on record

FY2023

On record

1

Jobs supported

Is L. Ross Wealth Management Limited Liability Company 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

$250,000 — FY2023

Gross approval: $250,000
SBA guaranteed: $125,000 (50%)
Status: Paid in full
Rate at approval: 5.85% f
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/16/2023
First disbursement: 2/21/2023
Days to fund: 5 days
Paid in full: 2/28/2025
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: TD Bank, National Association
Address: 461 FROM RD
City: Paramus
County: Bergen
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 5

The lender

TD Bank, 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 New Jersey Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in New Jersey

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.

Antokal & Associates LLC

Park Ridge, NJ· ~6 mi

Portfolio Management and Investment Advice

$275K
SBA financing: ≈ $539K–$899K
Est. revenue (rough)

EMISSARY WEALTH LLC

Hackensack, NJ· ~4 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

JPH Wealth Management LLC

Verona, NJ· ~12 mi

Portfolio Management and Investment Advice

$331K
SBA financing: ≈ $648K–$1.1M
Est. revenue (rough)

MTK FINANCIAL GROUP II CORPORATION

Millstone Township, NJ· ~52 mi

Portfolio Management and Investment Advice

$240K
SBA financing: ≈ $471K–$784K
Est. revenue (rough)

Rose Wealth Advisors

Ramsey, NJ· ~9 mi

Portfolio Management and Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Robert Scott Kreischer

West New York, NJ· ~12 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for L. Ross Wealth Management Limited Liability Company in Paramus, NJ (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 $250K
On record FY2023
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Paramus, NJ
Lender: TD Bank, 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 NJ for ~$250k 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/l-ross-wealth-management-limited-liability-company-nj
API:: https://dealroom.so/api/public/businesses/l-ross-wealth-management-limited-liability-company-nj
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 L. Ross Wealth Management Limited Liability Company 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 L. Ross Wealth Management Limited Liability Company.