Current business record

DESTINATION WEALTH MANAGEMENT

We found 1 public loan record at or above $150,000 in the current SBA release.

This is a historical government-data listing. It does not establish wrongdoing, eligibility, forgiveness, or the final amount disbursed.

Loan details

$1–2 million
Filed business name
DESTINATION WEALTH MANAGEMENT
Approval date
Apr 15, 2020
Initial approval amount
$1,353,898.00
Current approval amount
$1,353,898.00
Loan status
Paid in Full (Apr 15, 2021)
Forgiveness amount
$1,365,730.70
Jobs reported
91
Address
1255 TREAT BLVD STE 900
WALNUT CREEK, CA 94597-7606
Lender
Heritage Bank of Commerce
NAICS code
523930
Business type
Corporation
Congressional district
CA-10