Personal Wealth Strategies LLC

2277 Route 33 Suite 415, Hamilton, NJ · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.6M

Total SBA financing

1

Loan on record

FY2020

On record

—

Jobs supported

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The loan

$1,550,000 — FY2020

Gross approval: $1,550,000
SBA guaranteed: $1,162,500 (75%)
Status: Current
Rate at approval: 5.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 9/16/2020
First disbursement: 9/30/2020
Days to fund: 14 days
Collateral: Required
Business type: Corporation
Business age: Change of Ownership
Industry: Investment Advice
NAICS code: 523930
Lender: First State Bank Nebraska
Address: 2277 Route 33 Suite 415
City: Hamilton
County: Mercer
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 4

The lender

First State Bank Nebraska

1 loan to this businessFull SBA lending record + branches on the lender page →

Agent summary

This page summarizes the public SBA 7(a) lending record for Personal Wealth Strategies LLC in Hamilton, NJ (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 $1.6M
On record FY2020
Industry: Investment Advice
Location: Hamilton, NJ
Lender: First State Bank Nebraska

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NJ for ~$1.6M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

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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/personal-wealth-strategies-llc-nj
API:: https://dealroom.so/api/public/businesses/personal-wealth-strategies-llc-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.

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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 Personal Wealth Strategies LLC.