Axias Wealth Management, LLC
Axias Wealth Management, LLC, located in Pittsburgh, PA, operates in portfolio management and investment advice (NAICS 523940). The company was financed with an SBA 7(a) loan for a change of ownership of $4,145,000, approved on September 28, 2026, through Beacon Bank and Trust.
SBA 7(a) loan, change of ownership, approved Sep 28, 2026
$4,145,000 approvedLender: Beacon Bank and Trust10 years termCommitted, not fully disbursedLoan details
- Gross approval
- $4,145,000
- SBA-guaranteed amount
- $3,108,750 (75% of the approval)
- Lender
- Beacon Bank and Trust, Brookline, MA
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 9.25%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 28, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $53,070 Estimated payment at the initial rate over the full term; actual terms vary.
- Loan status
- Committed, not fully disbursed
- Jobs supported
- 2
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Allegheny County, PA
- SBA district office
- Pittsburgh District Office
- Congressional district
- PA-17
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 94% 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 Pennsylvania: $1,636,965.
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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Same industry in Pennsylvania
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