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Turner Wealth Management Inc. — SBA Loan Record (Lakeway, TX) | DealRoom

Intelligence/Portfolio Management and Investment Advice/TX

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SBA lending record

Turner Wealth Management Inc.

103 RANCH ROAD 620 SOUTH, Lakeway, TX 78734 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$365K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

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

Is Turner Wealth Management Inc. 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

$365,000 — FY2025

Gross approval: $365,000
SBA guaranteed: $273,750 (75%)
Status: Current
Rate at approval: 9.99% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/24/2025
First disbursement: 1/28/2025
Days to fund: 4 days
Collateral: Required
Sold on secondary market: Yes
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: Live Oak Banking Company
Address: 103 RANCH ROAD 620 SOUTH
City: Lakeway, 78734
County: Travis
SBA district office: SAN ANTONIO DISTRICT OFFICE
Congressional district: 25

The lender

Live Oak Banking Company

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

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.

Christopher L. Hall

San Antonio, TX· ~64 mi

Portfolio Management and Investment Advice

$617K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Nautical Star Financial Group LLC

Irving, TX· ~182 mi

Portfolio Management and Investment Advice

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

Saleem & Associates, LLC

Sugar Land, TX· ~149 mi

Portfolio Management and Investment Advice

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

More2 Wealth LLC

Conroe, TX· ~151 mi

Portfolio Management and Investment Advice

$540K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Preservation Capital, LLC

Dallas, TX· ~185 mi

Portfolio Management and Investment Advice

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

Brennan Wealth Advisors, L.L.C.

Frisco, TX· ~203 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 Turner Wealth Management Inc. in Lakeway, TX (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 $365K
On record FY2025
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Lakeway, TX
Lender: Live Oak Banking Company

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 TX for ~$365k 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/turner-wealth-management-inc-tx
API:: https://dealroom.so/api/public/businesses/turner-wealth-management-inc-tx
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 Turner Wealth Management Inc. 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 Turner Wealth Management Inc..