The following list consist of small to medium size businesses in Securities, Commodity Contracts, and Other Financial Investments and Related Activities industry that received PPP loans in excess of $150,000.
| Business Name | Address | Loan Amount |
|---|---|---|
| WEALTH PARTNERS, LLP. | 220 TRACE COLONY PARK SUITE A RIDGELAND, MS 39157 | $150,000-350,000 |
| WEALTH PLANNING CORPORATION | 8370 KEMPER RD E CINCINNATI, OH 45249 | $150,000-350,000 |
| WEALTH PRESERVATION SOLUTIONS | 45 EISENHOWER DR STE 550 PARAMUS, NJ 07652 | $150,000-350,000 |
| WEALTH SOURCE PARTNERS LLC | 735 TANK FARM RD SAN LUIS OBISPO, CA 93401 | $350,000-1 million |
| WEALTHPLAN ADVISORS, LLC | 3911 E NORTHRIDGE CIR MESA, AZ 85215 | $150,000-350,000 |
| WEALTHQUEST CORPORATION | 50 E BUSINESS WAY STE 120 CINCINNATI, OH 45241 | $350,000-1 million |
| WEALTHSHIELD LLC | 175 REGENCY WOODS PL CARY, NC 27518 | $150,000-350,000 |
| WEALTHVEST MARKETING, INC. | 2485 MANLEY RD BOZEMAN, MT 59715 | $1-2 million |
| WEATHERLY ASSET MANAGEMENT | 832 CAMINO DEL MAR SUITE 4 DEL MAR, CA 92014 | $350,000-1 million |
| WEBANNUITIES INSURANCE AGENCY INC | 28 HARRISON AVE SUITE # 908 ENGLISHTOWN, NJ 07726 | $350,000-1 million |
| WEDGEWOOD PARTNERS | 9909 CLAYTON RD SAINT LOUIS, MO 63124 | $350,000-1 million |
| WEFUNDER INC | 52 HOMESTEAD ST SAN FRANCISCO, CA 94114 | $150,000-350,000 |
| WEISS MULTI-STRATEGY ADVISERS LLC | 1 STATE ST FL 20 HARTFORD, CT 06103 | $2-5 million |
| WEISS RESEARCH INC | 4400 NORTHCORP PKWY PALM BEACH GARDENS, FL 33410 | $350,000-1 million |
| WELCH HOLME & CLARK COMPANY INC | 7 AVENUE L NEWARK, NJ 07105 | $150,000-350,000 |
| WELLESLEY ASSET MANAGEMENT, INC | 20 WILLIAM ST STE 310 WELLESLEY, MA 02481 | $350,000-1 million |
| WELLINGTON SHIELDS & CO., LLC | 140 BROADWAY, 44TH FLOOR NEW YORK, NY 10005 | $1-2 million |
| WELLSPRING IMPACT GROUP, INC. | 4331 KAUAI BEACH DRIVE #3227 LIHUE, HI 96766 | $150,000-350,000 |
| WENTWORTH MANAGEMENT SERVICES LLC | 1 COWBOYS WAY SUITE 490 FRISCO, TX 75034 | $350,000-1 million |
| WERNICK SPEAR WEALTH MANAGERS LLC | 3401 ENTERPRISE PARKWAY 220 BEACHWOOD, OH 44122 | $150,000-350,000 |
| WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 5502 NEBRASKA AVE TAMPA, FL 33604 | $150,000-350,000 |
| WESCOTT FINANCIAL ADVISORY GROUP LLC | 30 S 17TH STREET PHILADELPHIA, PA 19103 | $350,000-1 million |
| WESPAC ADVISORS SOCAL LLC | 201 LAKE AVE 509 PASADENA, CA 91101 | $150,000-350,000 |
| WEST COAST FINANCIAL, LLC | 1525 STATE ST SANTA BARBARA, CA 93101 | $350,000-1 million |
| WEST ONE CAPITAL GROUP INC | 1201 DOVE ST NEWPORT BEACH, CA 92660 | $150,000-350,000 |
| WESTCHESTER CAPITAL MANAGEMENT | 100 SUMMIT LAKE DRIVE VALHALLA, NY 10595 | $350,000-1 million |
| WESTERN MILLING | 31120 WEST STREET GOSHEN, CA 93227 | $5-10 million |
| WESTERN RESERVE TRUST COMPANY | 700 W ST. CLAIR AVE STE. #414 CLEVELAND, OH 44113 | $150,000-350,000 |
| WESTERN WEALTH ADVISORS, LLC | 440 INDIANA ST GOLDEN, CO 80401 | $350,000-1 million |
| WESTMINSTER FINANCIAL SECURITIES, INC. | 40 NORTH MAIN STEET DAYTON, OH 45423 | $350,000-1 million |
| WESTPARK CAPITAL, INC. | 1900 AVENUE OF THE STARS STE 310 LOS ANGELES, CA 90067 | $350,000-1 million |
| WESTPORT CAPITAL MARKETS LLC | 257 RIVERSIDE AVE WESTPORT, CT 06880 | $150,000-350,000 |
| WESTSHORE WEALTH, LLC | 4041 MACARTHUR BLVD, SUITE 160 NEWPORT BEACH, CA 92660 | $150,000-350,000 |
| WESTWOOD CAPITAL LLC | 489 FIFTH NEW YORK, NY 10017 | $150,000-350,000 |
| WETZEL INSURANCE AGENCY, INC | 1606 STATE ROAD 114 W NORTH MANCHESTER, IN 46962 | $150,000-350,000 |
| WFA ASSET MANAGEMENT CORPORATION | 633 E HENRY CLAY ST MILWAUKEE, WI 53217 | $150,000-350,000 |
| WG INVESTMENT SERVICES,CORP | 6365 COLLINS AVE APT 2102 MIAMI BEACH, FL 33141 | $150,000-350,000 |
| WHEATEN FINANCIAL, INC. | 233 AVENIDA ROSA SAN CLEMENTE, CA 92672 | $150,000-350,000 |
| WHEELER FINANCIAL SERVICES INC | 324 W SUPERIOR ST STE 1000 DULUTH, MN 55802 | $150,000-350,000 |
| WHEELHOUSE CAPITOL | 161 SAINT ANTHONY AVE STE 925 SAINT PAUL, MN 55103 | $350,000-1 million |
| WHEELHOUSE LIFE SCIENCE ADVISORS | 927 REGALO WAY SAN RAMON, CA 94583 | $150,000-350,000 |
| WHELAN FINANCIAL, INC. | 735 W ALLUVIAL AVE, SUITE 101 FRESNO, CA 93711 | $150,000-350,000 |
| WHI ACQUISITION, LLC | 580 COUNTY ROAD 129 STEPHENVILLE, TX 76401 | $150,000-350,000 |
| WHITAKER SECURITIES LLC | 233 BROADWAY SUITE 1700 NEW YORK, NY 10279 | $350,000-1 million |
| WHITCOMB & HESS INC | 1020 CLEVELAND AVE ASHLAND, OH 44805 | $350,000-1 million |
| WHITE COMMERCIAL CORPORATION | 1109 SE MONTEREY COMMONS BLVD STUART, FL 34996 | $350,000-1 million |
| WHITEHALL & COMPANY LLC | 280 PARK AVE NEW YORK, NY 10017 | $350,000-1 million |
| WHITTIER CAPITAL, LLC | 13634 ALLERTON ST WHITTIER, CA 90605 | $150,000-350,000 |
| WI HARPER GROUP, INC. | 50 CALIFORNIA ST STE 2580 SAN FRANCISCO, CA 94111 | $150,000-350,000 |
| WICHITA BASEBALL LLC | 300 S SYCAMORE ST WICHITA, KS 67213 | $150,000-350,000 |
The Paycheck Protection Program prioritizes millions of Americans employed by small businesses by authorizing up to $659 billion toward job retention and certain other expenses. Read more information about the Paycheck Protection Program or the CARES Act.