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Truvium Wealth Management, LLC — SBA Loan Record (Rockville Centre, NY) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NY

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SBA lending record

Truvium Wealth Management, LLC

111 Roxen Rd, Rockville Centre, NY 11570 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2022

On record

1

Jobs supported

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

Is Truvium 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

$150,000 — FY2022

Gross approval: $150,000
SBA guaranteed: $75,000 (50%)
Status: Current
Rate at approval: 8.25% v
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/16/2022
First disbursement: 9/22/2022
Days to fund: 6 days
Collateral: None
Jobs supported: 1
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: The Bancorp Bank National Association
Address: 111 Roxen Rd
City: Rockville Centre, 11570
County: Nassau
SBA district office: MELVILLE BRANCH OFFICE
Congressional district: 4

The lender

The Bancorp 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 portfolio management and investment advice — by location, industry.

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

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.

Siminou Wealth Management Corp.

Kings Point, NY· ~11 mi

Portfolio Management and Investment Advice

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

Techne Planning`LLC

Levittown, NY· ~6 mi

Portfolio Management and Investment Advice

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

Davis Capital Advisors, LLC

New York, NY· ~19 mi

Portfolio Management and Investment Advice

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

Ricardo Betancourt

Franklin Square, NY· ~2 mi

Portfolio Management and Investment Advice

$625K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Astoria Portfolio Advisors LLC

New York, NY· ~19 mi

Portfolio Management and Investment Advice

$94K
SBA financing: ≈ $184K–$307K
Est. revenue (rough)

COLUCCI WEALTH ADVISORY GROUP, LLC

Bay Shore, NY· ~19 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Truvium Wealth Management, LLC in Rockville Centre, NY (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 $150K
On record FY2022
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Rockville Centre, NY
Lender: The Bancorp Bank National Association

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 NY for ~$150k 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/truvium-wealth-management-llc-ny
API:: https://dealroom.so/api/public/businesses/truvium-wealth-management-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 Truvium 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 Truvium Wealth Management, LLC.