Aspirean Wealth, LLC
Aspirean Wealth, LLC, located in Chesterton, IN, is a business in portfolio management and investment advice. It was financed with an SBA 7(a) loan for a change of ownership of $615,000, approved on December 19, 2025, through Live Oak Banking Company.
SBA 7(a) loan, change of ownership, approved Dec 19, 2025
$615,000 approvedLender: Live Oak Banking Company119 months termStatus not reported (SBA exemption)Loan details
- Gross approval
- $615,000
- SBA-guaranteed amount
- $461,250 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8%, variable
- Term
- 9 years, 11 months (119 months)
- Estimated maturity
- November 19, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $7,503 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jan 2, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 5
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Porter County, IN
- SBA district office
- Indiana District Office
- Congressional district
- IN-01
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 13% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Indiana: $1,995,900.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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