SBA lending record
650 Pierce Blvd Ste B, O'Fallon, IL 62269 · Portfolio Management. 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
FY2021
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Militello Wealth Management, LLC 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.
The banks most active funding portfolio management — by location, industry.
Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Gatewood Wealth Solutions, LLC
Saint Louis, MO· ~23 mi
Portfolio Management
JE Spickard LLC
Lynchburg, VA· ~592 mi
Portfolio Management
BEACON WEALTH MANAGEMENT, LLC
Bridgeport, WV· ~524 mi
Portfolio Management
Harvest Investment Consultants, LLC
Cockeysville, MD· ~715 mi
Portfolio Management
Giesting, LLC
Columbus, IN· ~217 mi
Portfolio Management
Hudson Oaks Wealth Management LLC
Provo, UT· ~1159 mi
Portfolio Management
This page summarizes the public SBA 7(a) lending record for Militello Wealth Management, LLC in O'Fallon, IL (Portfolio Management). 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 businesses in IL for ~$250k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Militello Wealth Management, LLC 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 Militello Wealth Management, LLC.