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Principles Of Wealth LLC — SBA Loan Record (Laurelton, NY) | DealRoom

Intelligence/Other Management Consulting Services/NY

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SBA lending record

Principles Of Wealth LLC

226 22 MENTONE AVE, Laurelton, NY 11413 · Other Management Consulting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$25K

Total SBA financing

1

Loan on record

FY2023

On record

—

Jobs supported

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

Is Principles Of Wealth 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.

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The loan

$25,000 — FY2023

Gross approval: $25,000
SBA guaranteed: $12,500 (50%)
Status: Current
Rate at approval: 14.3% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/15/2023
First disbursement: 9/7/2023
Days to fund: 23 days
Collateral: None
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Other Management Consulting Services
NAICS code: 541618
Lender: TD Bank, National Association
Address: 226 22 MENTONE AVE
City: Laurelton, 11413
County: Queens
SBA district office: NEW YORK 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 other management consulting services — by location, industry.

SBA lenders in New York Lenders for other management consulting services Other Management Consulting Services lenders in New York

Similar businesses

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

NSANY LLC

Jamaica, NY· ~4 mi

Other Management Consulting Services

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

HADD Corp

Cedarhurst, NY· ~3 mi

Other Management Consulting Services

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

New Neptune Technology Inc

Elmhurst, NY· ~8 mi

Other Management Consulting Services

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

RMC CONSULTING LLC

Baldwin, NY· ~7 mi

Other Management Consulting Services

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

GENESIS ADVISORS GROUP INC

Uniondale, NY· ~9 mi

Other Management Consulting Services

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Coelho Group Inc.

Maspeth, NY· ~9 mi

Other Management Consulting Services

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Principles Of Wealth LLC in Laurelton, NY (Other Management Consulting Services). 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 $25K
On record FY2023
Industry: Other Management Consulting Services
Location: Laurelton, NY
Lender: TD Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Management Consulting Services businesses in NY for ~$25k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/principles-of-wealth-llc-ny
API:: https://dealroom.so/api/public/businesses/principles-of-wealth-llc-ny
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 Principles Of Wealth LLC 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 Principles Of Wealth LLC.