Wealthsource Partners Llc
Wealthsource Partners, Llc, San Luis Obispo, CA 93401 · Investment Advice (NAICS 523930)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
2
Total Amount
$5.1M
Jobs Supported
24
Years Active
2018–2019
Loan History (2)
Source: SBA FOIA7(a)$3,500,000
Paid in Full
- Approved
- Jul 3, 2019 (FY2019)
- SBA Guaranteed
- $2,625,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 8.25%
- Revolver
- 0
- Jobs Supported
- 14
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Mar 31, 2020
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
San Luis Obispo County, CA
7(a)$1,555,000
Paid in Full
- Approved
- Jul 27, 2018 (FY2018)
- SBA Guaranteed
- $1,166,250 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 7.75%
- Revolver
- 0
- Jobs Supported
- 10
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Mar 31, 2020
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
San Luis Obispo County, CA
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 523930 — Investment Advice
- Address
- Wealthsource Partners, Llc
San Luis Obispo, CA 93401
Lender
- Byline Bank
- 180 N Lasalle St, Ste 300, Chicago, IL 60601