# Seapoint Wealth Advisors, LLC, SAN DIEGO CA: $3,529,000 SBA 504 loan approved 2026-05-19

**Fresh Capital Score:** 50/100

| 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 |

## Why this score
- Approval of $2M or more: major new capital.

Source: U.S. Small Business Administration 7(a) and 504 FOIA loan data (https://data.sba.gov/dataset/7a-504-foia). Last refreshed: 2026-11-04T01:29:00.118Z.
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.