SBA lending record
WEALTH 4 LIFE LLC
165 SE 3RD STREET, Lees Summit, MO 64063 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.1M
Total SBA financing
1
Loan on record
FY2025
On record
3
Jobs supported
Franchise brand
LPL Financial LLC - Registered Investment Advisor Master Ser
See LPL Financial LLC - Registered Investment Advisor Master Ser's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is WEALTH 4 LIFE 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.
The loan
$2,070,000 — FY2025
- Gross approval
- $2,070,000
- SBA guaranteed
- $1,552,500 (75%)
- Status
- Current
- Rate at approval
- 9.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/17/2025
- First disbursement
- 7/30/2025
- Days to fund
- 13 days
- Collateral
- Required
- Jobs supported
- 3
- Business type
The lender
Agent summary
This page summarizes the public SBA 7(a) lending record for WEALTH 4 LIFE LLC in Lees Summit, MO (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 $2.1M
- On record FY2025
- 3 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Lees Summit, MO
- Lender: OakStar Bank
- 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 WEALTH 4 LIFE 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 WEALTH 4 LIFE LLC.