SBA lending record
12201 MERIT DR, Dallas, TX 75251 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$15K
Total SBA financing
1
Loan on record
FY2021
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is MOMENTUM WEALTH STRATEGIES 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 investment advice — by location, industry.
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
EFG of Texas, Inc.
Dallas, TX· ~2 mi
Investment Advice
The Hammel Group, Inc
Dallas, TX· ~2 mi
Investment Advice
ELEMENT PARTNERS LLC
Dallas, TX· ~2 mi
Investment Advice
Jeffrey Shenkman
Dallas, TX· ~5 mi
Investment Advice
Lindsay Jones
Plano, TX· ~7 mi
Investment Advice
Sarah Walsh
Richardson, TX· ~8 mi
Ameriprise Financial
This page summarizes the public SBA 7(a) lending record for MOMENTUM WEALTH STRATEGIES in Dallas, TX (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 Investment Advice businesses in TX for ~$15k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is MOMENTUM WEALTH STRATEGIES 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 MOMENTUM WEALTH STRATEGIES.