SBA lending record
W2 Wealth LLC
36313 Ravinia Lane, Avon, OH 44011 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$650K
Total SBA financing
4
Loans on record
FY2020–25
On record
35
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is W2 Wealth 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.
All 4 loans
$200,000 — FY2025
Loan 1 of 4- Gross approval
- $200,000
- SBA guaranteed
- $100,000 (50%)
- Status
- Cancelled
- Rate at approval
- 8.75% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/10/2024
- Collateral
- None
- Jobs supported
- 13
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
The lender
Agent summary
This page summarizes the public SBA 7(a) lending record for W2 Wealth LLC in Avon, OH (Tax Preparation Services). 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.
- 4 SBA 7(a) loans totaling $650K
- On record FY2020–25
- 35 jobs supported
- Industry: Tax Preparation Services
- Location: Avon, OH
- Lender: First Federal Savings and Loan Association of Lakewood
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is W2 Wealth 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 W2 Wealth LLC.