Current business record

THE PRIVATE WEALTH MANAGEMENT GROUP LLC

We found 3 public loan records 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 1

$150,000–350,000
Filed business name
THE PRIVATE WEALTH MANAGEMENT GROUP LLC
Approval date
Jan 23, 2021
Initial approval amount
$167,967.50
Current approval amount
$167,967.50
Loan status
Charged Off (Apr 16, 2022)
Forgiveness amount
Not reported
Jobs reported
7
Address
11 Foster St Ste 200
Worcester, MA 01608-1760
Lender
Avidia Bank
NAICS code
524292
Business type
Limited Liability Company(LLC)
Congressional district
MA-02

Loan 2

$150,000–350,000
Filed business name
THE PRIVATE WEALTH MANAGEMENT GROUP, LLC
Approval date
Apr 9, 2020
Initial approval amount
$155,700.00
Current approval amount
$155,700.00
Loan status
Paid in Full (Feb 20, 2021)
Forgiveness amount
$156,846.12
Jobs reported
11
Address
11 Foster Street, suite 200
WORCESTER, MA 01608-1703
Lender
Avidia Bank
NAICS code
523110
Business type
Limited Liability Company(LLC)
Congressional district
MA-02

Loan 3

$150,000–350,000
Filed business name
PRIVATE WEALTH MANAGEMENT GROUP LLC
Approval date
Apr 14, 2020
Initial approval amount
$171,882.27
Current approval amount
$171,882.27
Loan status
Paid in Full (Mar 20, 2021)
Forgiveness amount
$166,585.97
Jobs reported
8
Address
512 EXECUTIVE DR
PRINCETON, NJ 08540-1527
Lender
First Bank
NAICS code
523930
Business type
Partnership
Congressional district
NJ-12