Cornerstone Wealth Partners, LLC, Mason MI: $1,656,000 SBA 504 loan approved 2026-02-27
Cornerstone Wealth Partners, LLC (Mason, Michigan): $1,656,000 SBA 504 loan approved 2026-02-27. Its loan of $1,656,000 is above the median of $447,000 (84th percentile). Dated 251 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, from U.S. Small Business Administration 7(a) and 504 FOIA loan data.
Data as of · Compiled by Zalwin from U.S. Small Business Administration 7(a) and 504 FOIA loan data
loan: $1,656,000 · 84th percentile of 32,327 SbaLoanPulse records · 3.7x the median
Free preview: all 14 published fields of this record are shown below. Locked: 499 related MI SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | Cornerstone Wealth Partners, LLC |
| Location | Mason, MI, 48854 |
| County | INGHAM |
| Program | SBA 504 |
| Gross approval | $1,656,000 |
| Approved | 2026-02-27 |
| Lender | Michigan Certified Development Corporation |
| Third-party lender | County National Bank |
| Term (months) | 300 |
| Industry | Portfolio Management and Investment Advice |
| NAICS | 523940 |
| Business type | PARTNERSHIP |
| Business age | Existing or more than 2 years old |
| Jobs supported | 5 |
| loan percentile | 84th of 32,327 (median $447,000, 3.7x median) |
| Peer records CSV (500 MI records) | 🔒 Click to unlock → |
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CSV columns: Business · City · State · Industry · Loan · Approved · official source URL
- Source agency: U.S. Small Business Administration 7(a) and 504 FOIA loan data
- Record date: 2026-02-27
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top SbaLoanPulse records (MI first): Accumulation Technologies, LLC, ANN ARBOR MI · Ironcrest Fabrication Group, LLC, Fruitport MI · BMN Group LLC, GRAND RAPIDS MI · Zervos Group Financial Services LLC, SOUTHFIELD MI · Fuel and Feast Hub LLC, BATTLE CREEK MI · Browse all by state and category →
LIVE PUBLIC DATA Source: U.S. Small Business Administration 7(a) and 504 FOIA loan data · Last refreshed: Wed, 04 Nov 2026 01:29:00 GMT
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Peer benchmark and outreach value: Cornerstone Wealth Partners, LLC and 887 Michigan peers
- Michigan SbaLoanPulse records like this one: 887
- Cornerstone Wealth Partners, LLC's loan: 84th percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $177,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Fresh Capital Score
- Approval of $500K or more.
What is the SbaLoanPulse record for Cornerstone Wealth Partners, LLC in Mason, Michigan?
Cornerstone Wealth Partners, LLC (Mason, MI) was approved for a $1,656,000 SBA 504 loan on 2026-02-27.
How does Cornerstone Wealth Partners, LLC compare to other Michigan SbaLoanPulse records?
Its loan of $1,656,000 sits in the upper half (84th percentile) of 32,327 records; the median is $447,000. It is 251 days old; check the official source for later updates before acting.
Cornerstone Wealth Partners, LLC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | Mason, MI | $1,656,000 | 84th | 2026-02-27 |
| Cardinal Realty, LLC | Traverse City, MI | $854,000 | 69th | 2026-08-14 |
| Journey Retirement Plan Services LLC | BELMONT, MI | $750,000 | 65th | 2026-07-01 |
| The Joshua Biggs Agency LLC | FENTON, MI | $565,000 | 58th | 2026-07-17 |
Related records
- Zervos Group Financial Services LLC, SOUTHFIELD MI
- BMN Group LLC, GRAND RAPIDS MI
- The Williamson Agency LLC, KALAMAZOO MI
- Summer Portfolio LLC, GRAND BLANC MI
- The Mullinax Agency LLC, WYANDOTTE MI
- Cardinal Realty, LLC, Traverse City MI
- SKELTIS INSURANCE AGENCY LLC, MIDLAND MI
- The Joshua Biggs Agency LLC, FENTON MI
- Small Business Health Insurance, LLC, Mt Clemens MI
- BILL COLE INSURANCE AGENCY INC., EAST GRAND RAPIDS MI
- UNIFORCE AGENCY (U.S.A.), INC., SOUTHFIELD MI
- Journey Retirement Plan Services LLC, BELMONT MI
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Loan data comes from SBA public FOIA files, which SBA refreshes quarterly, so the newest approvals can lag by up to about four months. Sole proprietors and street addresses are excluded. Informational only.