{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/louisiana","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=louisiana","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice","naics2":"52","business_count":513,"total_gross":297856700,"typical_financing":580617,"top_states":[{"state":"CA","state_name":"California","count":50,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/california"},{"state":"FL","state_name":"Florida","count":43,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/florida"},{"state":"NY","state_name":"New York","count":34,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york"},{"state":"TX","state_name":"Texas","count":28,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/texas"},{"state":"PA","state_name":"Pennsylvania","count":24,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania"},{"state":"OH","state_name":"Ohio","count":22,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio"},{"state":"IL","state_name":"Illinois","count":20,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois"},{"state":"CO","state_name":"Colorado","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado"},{"state":"NJ","state_name":"New Jersey","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/michigan"}],"state_scope":{"state":"LA","state_name":"Louisiana","returned":8,"complete":true,"businesses":[{"name":"Ian James","city":"Baton Rouge","state":"LA","loan_count":2,"total_gross":2380000,"url":"https://dealroom.so/businesses/ian-james-la"},{"name":"Rock Private Wealth Management, LLC","city":"Lafayette","state":"LA","loan_count":1,"total_gross":2148000,"url":"https://dealroom.so/businesses/rock-private-wealth-management-llc-la"},{"name":"Willow Chute Financial, LLC","city":"Benton","state":"LA","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/willow-chute-financial-llc-la"},{"name":"RWP Holdings, LLC","city":"Baton Rouge","state":"LA","loan_count":1,"total_gross":490000,"url":"https://dealroom.so/businesses/rwp-holdings-llc-la"},{"name":"Stone Wealth Partners LLC","city":"Lafayette","state":"LA","loan_count":1,"total_gross":360000,"url":"https://dealroom.so/businesses/stone-wealth-partners-llc-la"},{"name":"Faubourg Private Wealth, LLC","city":"Metairie","state":"LA","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/faubourg-private-wealth-llc-la"},{"name":"Olimal Company L.L.C.","city":"Shreveport","state":"LA","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/olimal-company-l-l-c-la"},{"name":"Goff Wealth Management LLC","city":"Lafayette","state":"LA","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/goff-wealth-management-llc-la"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/louisiana","source_type":"DealRoom Data"}}