Rock Private Wealth Management, LLC
Rock Private Wealth Management, LLC is a business in Lafayette, Louisiana, in the portfolio management and investment advice industry. The company was financed with an SBA 7(a) loan for a change of ownership, in the amount of $2,148,000, approved by Live Oak Banking Company on July 10, 2025.
SBA 7(a) loan, change of ownership, approved Jul 10, 2025
$2,148,000 approvedLender: Live Oak Banking Company10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $2,148,000
- SBA-guaranteed amount
- $1,611,000 (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
- 8.35%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- July 10, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $26,460 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jul 18, 2025
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 4
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Lafayette County, LA
- SBA district office
- Louisiana District Office
- Congressional district
- LA-03
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 81% 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 Louisiana: $1,702,056.
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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