North Texas Wealth Management, LLC, Highland Village TX: $1,850,000 SBA 7(a) loan approved 2026-09-29
North Texas Wealth Management, LLC (Highland Village, Texas): $1,850,000 SBA 7(a) loan approved 2026-09-29. Its loan of $1,850,000 is above the median of $447,000 (86th percentile). Dated 37 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: $1,850,000 · 86th percentile of 32,327 SbaLoanPulse records · 4.1x the median
Free preview: all 14 published fields of this record are shown below. Locked: 499 related TX SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | North Texas Wealth Management, LLC |
| Location | Highland Village, TX, 75077 |
| County | DENTON |
| Program | SBA 7(a) |
| Gross approval | $1,850,000 |
| SBA guaranteed | $1,387,500 |
| Approved | 2026-09-29 |
| Lender | Byline Bank |
| Term (months) | 300 |
| Industry | Portfolio Management and Investment Advice |
| NAICS | 523940 |
| Business type | CORPORATION |
| Business age | Existing or more than 2 years old |
| Jobs supported | 1 |
| loan percentile | 86th of 32,327 (median $447,000, 4.1x median) |
| Peer records CSV (500 TX 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: 2026-09-29
- 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: North Texas Wealth Management, LLC and 2,957 Texas peers
- Texas SbaLoanPulse records like this one: 2,957
- North Texas Wealth Management, LLC's loan: 86th percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $591,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
60 / 100 Fresh Capital Score
- Approval of $500K or more.
- Among the newest approvals in the latest SBA release.
What is the SbaLoanPulse record for North Texas Wealth Management, LLC in Highland Village, Texas?
North Texas Wealth Management, LLC (Highland Village, TX) was approved for a $1,850,000 SBA 7(a) loan on 2026-09-29.
How does North Texas Wealth Management, LLC compare to other Texas SbaLoanPulse records?
Its loan of $1,850,000 sits in the upper half (86th percentile) of 32,327 records; the median is $447,000. It is 37 days old, still within a typical 45-day follow-up window.
North Texas Wealth Management, LLC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| North Texas Wealth Management, LLC | Highland Village, TX | $1,850,000 | 86th | 2026-09-29 |
| PLATINUM RISK SOLUTIONS GROUP, LLC | HUMBLE, TX | $1,680,000 | 84th | 2026-09-23 |
| The Roberto Palencia Agency LLC | FORT WORTH, TX | $2,440,000 | 90th | 2026-08-19 |
| Blake Bass Holdings LLC | SOUTHLAKE, TX | $2,610,000 | 91st | 2026-04-08 |
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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.