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RWI Wealth Strategies — SBA Loan Record (Noblesville, IN) | DealRoom

Intelligence/Portfolio Management and Investment Advice/IN

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SBA lending record

RWI Wealth Strategies

18975 STONEBLUFF LANE, Noblesville, IN 46062 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$30K

Total SBA financing

1

Loan on record

FY2025

On record

—

Jobs supported

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

Is RWI 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.

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The loan

$30,000 — FY2025

Gross approval: $30,000
SBA guaranteed: $25,500 (85%)
Status: Current
Rate at approval: 11.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/3/2024
First disbursement: 12/31/2024
Days to fund: 28 days
Collateral: None
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Celtic Bank Corporation
Address: 18975 STONEBLUFF LANE
City: Noblesville, 46062
County: Hamilton
SBA district office: INDIANA DISTRICT OFFICE
Congressional district: 5

The lender

Celtic Bank Corporation

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 Indiana Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Indiana

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.

Jason A. Wilderson

Indianapolis, IN· ~10 mi

Portfolio Management and Investment Advice

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

Abner Properties Rangeline, LLC

Carmel, IN· ~6 mi

Portfolio Management and Investment Advice

$999K
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

CAMERON FINANCIAL SERVICES, INC.

Fishers, IN· ~8 mi

Portfolio Management and Investment Advice

$245K
SBA financing: ≈ $480K–$801K
Est. revenue (rough)

Fortis Transition Partners, LLC

Indianapolis, IN· ~10 mi

Portfolio Management and Investment Advice

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Sage Trading Collective LLC

Sylvania, OH· ~169 mi

Portfolio Management and Investment Advice

$40K
SBA financing: ≈ $78K–$131K
Est. revenue (rough)

John William Powell Jr

Wexford, PA· ~321 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for RWI Wealth Strategies in Noblesville, IN (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 $30K
On record FY2025
Industry: Portfolio Management and Investment Advice
Location: Noblesville, IN
Lender: Celtic Bank Corporation

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 IN for ~$30k 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/rwi-wealth-strategies-in
API:: https://dealroom.so/api/public/businesses/rwi-wealth-strategies-in
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 RWI 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 RWI Wealth Strategies.