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Rose Wealth Advisors — SBA Loan Record (Ramsey, NJ) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NJ

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SBA lending record

Rose Wealth Advisors

120 North Central Avenue 2, Ramsey, NJ · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2024

On record

3

Jobs supported

Is Rose Wealth Advisors 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

$50,000 — FY2024

Gross approval: $50,000
SBA guaranteed: $42,500 (85%)
Status: Current
Rate at approval: 15% v
Term: 84 mo (7 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/18/2023
First disbursement: 11/21/2023
Days to fund: 3 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Readycap Lending, LLC
Address: 120 North Central Avenue 2
City: Ramsey
County: Bergen
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 5

The lender

Readycap Lending, LLC

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 portfolio management and investment advice — by location, industry.

SBA lenders in New Jersey Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in New Jersey

Similar businesses

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

Ryan M Hengerer

Red Bank, NJ· ~49 mi

Portfolio Management and Investment Advice

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Antokal & Associates LLC

Park Ridge, NJ· ~6 mi

Portfolio Management and Investment Advice

$275K
SBA financing: ≈ $539K–$899K
Est. revenue (rough)

L. Ross Wealth Management Limited Liability Company

Paramus, NJ· ~9 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Owl Family Company LLC

Evesham, NJ

Portfolio Management and Investment Advice

$98K
SBA financing: ≈ $192K–$320K
Est. revenue (rough)

AMERICAN DREAMERS GROUP LLC

Kearny, NJ

Portfolio Management and Investment Advice

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

EMISSARY WEALTH LLC

Hackensack, NJ· ~13 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Rose Wealth Advisors in Ramsey, NJ (Portfolio Management and 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 $50K
On record FY2024
3 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Ramsey, NJ
Lender: Readycap Lending, LLC

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in NJ for ~$50k 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/rose-wealth-advisors-nj
API:: https://dealroom.so/api/public/businesses/rose-wealth-advisors-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.

Is Rose Wealth Advisors 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 Rose Wealth Advisors.