Main Street Registry

Seapoint Wealth Advisors, LLC

San Diego, CA · Portfolio Management and Investment Advice · NAICS 523940

Seapoint Wealth Advisors, LLC is located in San Diego, CA, and the SBA lists its industry as Portfolio Management and Investment Advice. It was approved for an SBA 504 loan ($3,529,000 SBA portion) on May 19, 2026 to finance real estate or equipment.

Business type
Corporation
Business age reported
Existing or more than 2 years old

SBA 504 loans

ApprovedSBA portionBank portionProject sizeLenderCDCTermJobs supportedStatus
May 19, 2026$3,529,000$4,445,000$8,860,000 (estimated)First-Citizens Bank & Trust CompanyThe Mortgage Capital Development Corporation25 years10Approved, not yet funded

Estimated project size is (SBA portion + bank portion) divided by 0.9, since the owner typically contributes about 10 percent. It is not an SBA-published figure.

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Same industry in California