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Wealth Protection Lady, LLC — SBA Loan Record (San Rafael, CA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/CA

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SBA lending record

Wealth Protection Lady, LLC

60 Dockside Circle, San Rafael, CA 94903 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2026

On record

2

Jobs supported

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

Is Wealth Protection Lady, 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.

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The loan

$50,000 — FY2026

Gross approval: $50,000
SBA guaranteed: $42,500 (85%)
Status: Cancelled
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/14/2025
Collateral: None
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Northeast Bank
Address: 60 Dockside Circle
City: San Rafael, 94903
County: Marin
SBA district office: SAN FRANCISCO DISTRICT OFFICE
Congressional district: 2

The lender

Northeast Bank

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 insurance agencies and brokerages — by location, industry.

SBA lenders in California Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in California

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Beach & Company Insurance Solutions Inc

Novato, CA· ~6 mi

Insurance Agencies and Brokerages

$42K
SBA financing: ≈ $82K–$137K
Est. revenue (rough)

TIFFANY WON STATE FARM

San Francisco, CA· ~21 mi

Insurance Agencies and Brokerages

$85K
SBA financing: ≈ $167K–$278K
Est. revenue (rough)

Zehzeh LLC

Concord, CA· ~27 mi

Insurance Agencies and Brokerages

$90K
SBA financing: ≈ $176K–$294K
Est. revenue (rough)

GOLDEN HORIZON INSURANCE & FINANCIAL SERVICES INC

Vacaville, CA· ~39 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Haro Insurance Services

San Pablo, CA· ~13 mi

Insurance Agencies and Brokerages

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Frank Mercado Agency

Campbell, CA· ~61 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Wealth Protection Lady, LLC in San Rafael, CA (Insurance Agencies and Brokerages). 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 $50K
On record FY2026
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: San Rafael, CA
Lender: Northeast Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in CA for ~$50k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/wealth-protection-lady-llc-ca
API:: https://dealroom.so/api/public/businesses/wealth-protection-lady-llc-ca
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 Wealth Protection Lady, 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 Protection Lady, LLC.