SBA lending record
5755 NORTH POINT PKWY, Alpharetta, GA 30022 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$250K
Total SBA financing
1
Loan on record
FY2022
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Wealth Enhancement & Preservation of GA 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 banks most active funding portfolio management — by location, industry.
Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
HamLam Properties, LLC
Atlanta, GA· ~16 mi
TD Ameritrade - Advisor Services Agreement
Rydeca Inc
El Segundo, CA· ~1947 mi
Ameriprise Financial
Joseph's Seed Property Management LLC
Allen, TX· ~716 mi
Portfolio Management
SOLOMON RETIREMENT SERVICES INC
Encinitas, CA· ~1893 mi
Portfolio Management
Woodson Wealth Management and Consulting Inc.
Ramona, CA· ~1874 mi
Portfolio Management
NY&A, LLC
Laguna Hills, CA· ~1910 mi
Portfolio Management
This page summarizes the public SBA 7(a) lending record for Wealth Enhancement & Preservation of GA LLC in Alpharetta, GA (Portfolio Management). 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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in GA for ~$250k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Wealth Enhancement & Preservation of GA 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Wealth Enhancement & Preservation of GA LLC.