SBA lending record
Wealth Management Partners, LLC
567 S LAWRENCE ST, Montgomery, AL 36104 · Offices of Certified Public Accountants. 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
FY2024
On record
10
Jobs supported
● business · ● lender — business location is the ZIP-area centroid from the public record
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The loan
$150,000 — FY2024
- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/7/2024
- First disbursement
- 1/11/2024
- Days to fund
- 4 days
- Collateral
- Required
- Sold on secondary market
- Yes
The lender
Celtic Bank Corporation
1 loan to this business- Total assets
- $4965.3B
- Deposits
- $3560.0B
- Loans outstanding
- $4068.3B
- Net income
- $40.1B
- Return on assets
- 3.2905298677485337%
- Return on equity
- 18.48%
- Total equity
- $886.6B
- Offices
- 1
- Founded
- 03/0
- Headquarters
- 268 S State St, Salt Lake City, UT, 84111
- FDIC cert
- 57056
- Website
Is Wealth Management Partners, LLC your business?
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Wealth Management Partners, LLC.