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Pittsburgh Wealth Mgmt Group, Inc. — SBA Loan Record (Pittsburgh, PA) | DealRoom

Intelligence/All Other Insurance Related Activities/PA

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SBA lending record

Pittsburgh Wealth Mgmt Group, Inc.

651 Holiday Dr, Pittsburgh, PA 15220 · All Other Insurance Related Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2020

On record

—

Jobs supported

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

Is Pittsburgh Wealth Mgmt Group, Inc. 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

$100,000 — FY2020

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Paid in full
Rate at approval: 6.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/13/2020
First disbursement: 2/29/2020
Days to fund: 16 days
Paid in full: 2/28/2025
Collateral: None
Business type: Corporation
Business age: Unanswered
Industry: All Other Insurance Related Activities
NAICS code: 524298
Lender: The Huntington National Bank
Address: 651 Holiday Dr
City: Pittsburgh, 15220
County: Allegheny
SBA district office: PITTSBURGH DISTRICT OFFICE
Congressional district: 17

The lender

The Huntington National Bank

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 all other insurance related activities — by location, industry.

SBA lenders in Pennsylvania Lenders for all other insurance related activities All Other Insurance Related Activities lenders in Pennsylvania

Similar businesses

Comparable all other insurance related activities in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

GERGLEY INSURANCE AND FINANCIAL SERVICES, INC.

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All Other Insurance Related Activities

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

R BENDER INC

Greensburg, PA· ~29 mi

All Other Insurance Related Activities

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Search2Close of Columbus, Limited

Powell, OH· ~161 mi

All Other Insurance Related Activities

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Andrew J. Keane

Hauppauge, NY· ~360 mi

All Other Insurance Related Activities

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

DRF Consulting LLC

Brooklyn, NY· ~322 mi

All Other Insurance Related Activities

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

The Browning Agency, LLC

Cincinnati, OH· ~246 mi

All Other Insurance Related Activities

$95K
SBA financing: ≈ $186K–$310K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Pittsburgh Wealth Mgmt Group, Inc. in Pittsburgh, PA (All Other Insurance Related Activities). 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 $100K
On record FY2020
Industry: All Other Insurance Related Activities
Location: Pittsburgh, PA
Lender: The Huntington National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with All Other Insurance Related Activities businesses in PA for ~$100k 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/pittsburgh-wealth-mgmt-group-inc-pa
API:: https://dealroom.so/api/public/businesses/pittsburgh-wealth-mgmt-group-inc-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 Pittsburgh Wealth Mgmt Group, Inc. 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 Pittsburgh Wealth Mgmt Group, Inc..