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SEACOAST WEALTH MANAGEMENT, LLC — SBA Loan Record (Newburyport, MA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MA

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SBA lending record

SEACOAST WEALTH MANAGEMENT, LLC

37 1/2 FORRESTER ST, Newburyport, MA · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$211K

Total SBA financing

1

Loan on record

FY2023

On record

1

Jobs supported

Is SEACOAST WEALTH MANAGEMENT, 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

$211,000 — FY2023

Gross approval: $211,000
SBA guaranteed: $105,500 (50%)
Status: Current
Rate at approval: 9% f
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/22/2023
First disbursement: 4/26/2024
Days to fund: 309 days
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Salem Five Cents Savings Bank
Address: 37 1/2 FORRESTER ST
City: Newburyport
County: Essex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 6

The lender

Salem Five Cents Savings 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 portfolio management and investment advice — by location, industry.

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

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.

Downtown Wealth Studios LLC

Ipswich, MA· ~11 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

LTR FINANCE LLC

Waltham, MA· ~36 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Solomon Private Wealth, LLC

Beverly, MA

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

SOUND VIEW FINANCIAL ADVISORS LLC

Walpole, MA· ~50 mi

Portfolio Management and Investment Advice

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

Great Oak Capital Partners, LLC

South Easton, MA· ~55 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Julie linehan

Braintree, MA· ~43 mi

Portfolio Management and Investment Advice

$74K
SBA financing: ≈ $145K–$242K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for SEACOAST WEALTH MANAGEMENT, LLC in Newburyport, MA (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 $211K
On record FY2023
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Newburyport, MA
Lender: Salem Five Cents Savings Bank

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 MA for ~$211k 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/seacoast-wealth-management-llc-ma
API:: https://dealroom.so/api/public/businesses/seacoast-wealth-management-llc-ma
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 SEACOAST WEALTH MANAGEMENT, 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 SEACOAST WEALTH MANAGEMENT, LLC.