SBA lending record
609 State Highway 54, Black River Falls, WI 54615 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$765K
Total SBA financing
1
Loan on record
FY2024
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Wealth Ridge Planning LLC your business?
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The banks most active funding portfolio management and investment advice — by location, industry.
This page summarizes the public SBA 7(a) lending record for Wealth Ridge Planning LLC in Black River Falls, WI (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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in WI for ~$765k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Wealth Ridge Planning 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 Ridge Planning LLC.