Current business record

PENCE 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

$350,000–1 million
Filed business name
PENCE WEALTH MANAGEMENT
Approval date
Apr 30, 2020
Initial approval amount
$466,500.00
Current approval amount
$466,500.00
Loan status
Paid in Full (Jun 16, 2022)
Forgiveness amount
$369,396.93
Jobs reported
25
Address
5000 Birch St Ste 8000
Newport Beach, CA 92660
Lender
Citibank, N.A.
NAICS code
525990
Business type
Subchapter S Corporation
Congressional district
CA-47