{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/wisconsin","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=wisconsin","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":"WI","state_name":"Wisconsin","returned":11,"complete":true,"businesses":[{"name":"Noah James Mazur","city":"Eau Claire","state":"WI","loan_count":1,"total_gross":4622000,"url":"https://dealroom.so/businesses/noah-james-mazur-wi"},{"name":"Dock Financial Solutions","city":"Madison","state":"WI","loan_count":2,"total_gross":1869000,"url":"https://dealroom.so/businesses/dock-financial-solutions-wi"},{"name":"Wealth Ridge Planning LLC","city":"Black River Falls","state":"WI","loan_count":1,"total_gross":765000,"url":"https://dealroom.so/businesses/wealth-ridge-planning-llc-wi"},{"name":"High Point Capital Group, Inc.","city":"Milwaukee","state":"WI","loan_count":1,"total_gross":588100,"url":"https://dealroom.so/businesses/high-point-capital-group-inc-wi"},{"name":"WALKNER CONDON FINANCIAL ADVISORS LLC","city":"Madison","state":"WI","loan_count":2,"total_gross":438200,"url":"https://dealroom.so/businesses/walkner-condon-financial-advisors-llc-wi"},{"name":"GBFG LLC","city":"Wausau","state":"WI","loan_count":1,"total_gross":290000,"url":"https://dealroom.so/businesses/gbfg-llc-wi"},{"name":"Cesar Lemus","city":"Sheboygan","state":"WI","loan_count":1,"total_gross":238500,"url":"https://dealroom.so/businesses/cesar-lemus-wi"},{"name":"Blp Wealth Management LLC","city":"Middleton","state":"WI","loan_count":1,"total_gross":221500,"url":"https://dealroom.so/businesses/blp-wealth-management-llc-wi"},{"name":"LBW Group, LLC","city":"Madison","state":"WI","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/lbw-group-llc-wi"},{"name":"Garrett Paulson","city":"La Crosse","state":"WI","loan_count":1,"total_gross":30000,"url":"https://dealroom.so/businesses/garrett-paulson-wi"},{"name":"BRODY JAE ADAMS","city":"Onalaska","state":"WI","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/brody-jae-adams-wi"}]}},"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/wisconsin","source_type":"DealRoom Data"}}