Wealth Management Transitions LLC

$19,230 PPP Loan in San Anselmo, California

Loan Details

Loan Number
5415447710
Date Approved
May 1, 2020
Loan Status
Paid in Full
Initial Approval
$19,230
Current Approval
$19,230
Forgiveness Amount
$19,395
Forgiveness Date
Mar 11, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Wealth Management Transitions LLC
Address
135 Oak Springs Dr
ZIP Code
94960-1324
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Administrative and Support and Waste Management (561110)
Business Age
New Business or 2 years or less
Jobs Reported
5
Estimated Revenue
<$5M
Rural/Urban
Urban
Congressional District
CA-02

Loan Use Breakdown

Payroll
$19,230

Lender Information

Servicing Lender
Bank of America, National Association
Originating Lender
Bank of America, National Association

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