INVESTABLE WEALTH MANAGEMENT INC, OAKWOOD OH: $3,069,000 SBA 7(a) loan approved 2026-01-27
INVESTABLE WEALTH MANAGEMENT INC (Oakwood, Ohio): $3,069,000 SBA 7(a) loan approved 2026-01-27. Its loan of $3,069,000 is top-decile (93rd percentile of 32,327 records). Dated 283 days ago, it serves as a historical benchmark. Score 60/100. 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: $3,069,000 · 93th percentile of 32,327 SbaLoanPulse records · 6.9x the median
Free preview: all 14 published fields of this record are shown below. Locked: 499 related OH SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | INVESTABLE WEALTH MANAGEMENT INC |
| Location | OAKWOOD, OH, 45419 |
| County | MONTGOMERY |
| Program | SBA 7(a) |
| Gross approval | $3,069,000 |
| SBA guaranteed | $2,301,750 |
| Approved | 2026-01-27 |
| Lender | KeyBank National Association |
| Term (months) | 120 |
| Industry | Miscellaneous Financial Investment Activities |
| NAICS | 523999 |
| Business type | CORPORATION |
| Business age | Startup, Loan Funds will Open Business |
| Jobs supported | 13 |
| loan percentile | 93th of 32,327 (median $447,000, 6.9x median) |
| Peer records CSV (500 OH 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: 2026-01-27
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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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: INVESTABLE WEALTH MANAGEMENT INC and 1,048 Ohio peers
- Ohio SbaLoanPulse records like this one: 1,048
- INVESTABLE WEALTH MANAGEMENT INC's loan: 93rd percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $209,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
60 / 100 Fresh Capital Score
- Approval of $2M or more: major new capital.
- New business: still buying services and equipment.
What is the SbaLoanPulse record for INVESTABLE WEALTH MANAGEMENT INC in Oakwood, Ohio?
INVESTABLE WEALTH MANAGEMENT INC (OAKWOOD, OH) was approved for a $3,069,000 SBA 7(a) loan on 2026-01-27.
How does INVESTABLE WEALTH MANAGEMENT INC compare to other Ohio SbaLoanPulse records?
This is a top-decile record: its loan of $3,069,000 is 6.9x the median of $447,000 across 32,327 records. It is 283 days old; check the official source for later updates before acting.
INVESTABLE WEALTH MANAGEMENT INC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| INVESTABLE WEALTH MANAGEMENT INC | OAKWOOD, OH | $3,069,000 | 93rd | 2026-01-27 |
| Shoop Wealth Management | Westlake, OH | $1,300,000 | 79th | 2026-07-15 |
| United Brokerage Group Mortgage Protection Division, LTD | CHAGRIN FALLS, OH | $1,100,000 | 75th | 2026-07-02 |
| Axim Wealth Management LLC | SPRINGBORO, OH | $1,005,000 | 73rd | 2026-01-23 |
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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.