Seapoint Wealth Advisors, LLC, SAN DIEGO CA: $3,529,000 SBA 504 loan approved 2026-05-19
Seapoint Wealth Advisors, LLC (San Diego, California): $3,529,000 SBA 504 loan approved 2026-05-19. Its loan of $3,529,000 is top-decile (95th percentile of 32,327 records). Dated 170 days ago, it serves as a historical benchmark. Score 50/100. 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: $3,529,000 · 95th percentile of 32,327 SbaLoanPulse records · 7.9x the median
Free preview: all 14 published fields of this record are shown below. Locked: 499 related CA SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | Seapoint Wealth Advisors, LLC |
| Location | SAN DIEGO, CA, 92014 |
| County | SAN DIEGO |
| Program | SBA 504 |
| Gross approval | $3,529,000 |
| Approved | 2026-05-19 |
| Lender | The Mortgage Capital Development Corporation |
| Third-party lender | First-Citizens Bank & Trust Company |
| 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 | 10 |
| loan percentile | 95th of 32,327 (median $447,000, 7.9x median) |
| Peer records CSV (500 CA 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: 2026-05-19
- 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: Seapoint Wealth Advisors, LLC and 4,061 California peers
- California SbaLoanPulse records like this one: 4,061
- Seapoint Wealth Advisors, LLC's loan: 95th percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $812,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
50 / 100 Fresh Capital Score
- Approval of $2M or more: major new capital.
What is the SbaLoanPulse record for Seapoint Wealth Advisors, LLC in San Diego, California?
Seapoint Wealth Advisors, LLC (SAN DIEGO, CA) was approved for a $3,529,000 SBA 504 loan on 2026-05-19.
How does Seapoint Wealth Advisors, LLC compare to other California SbaLoanPulse records?
This is a top-decile record: its loan of $3,529,000 is 7.9x the median of $447,000 across 32,327 records. It is 170 days old; check the official source for later updates before acting.
Seapoint Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| Seapoint Wealth Advisors, LLC | SAN DIEGO, CA | $3,529,000 | 95th | 2026-05-19 |
| Monarch Title Company | GLENDALE, CA | $4,640,000 | 98th | 2026-09-28 |
| VARGAS INSURANCE AGENCY | Burbank, CA | $2,254,000 | 89th | 2026-09-30 |
| Cost Wise Insurance Center | STUDIO CITY, CA | $2,017,000 | 87th | 2026-07-15 |
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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.