SBA lending record
1924 S. UTICA AVE, Tulsa, OK 74104 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$765K
Total SBA financing
2
Loans on record
FY2024–25
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is KQ Wealth Management LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The banks most active funding portfolio management and investment advice — by location, industry.
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
EverPar Advisors LLC
Tulsa, OK· ~4 mi
Portfolio Management and Investment Advice
Financial Planner Near Me, LLC
Springfield, MO· ~165 mi
Portfolio Management and Investment Advice
KGS417 LLC
Springfield, MO· ~167 mi
Portfolio Management and Investment Advice
Financial Consultants Group, Inc.
Cumming, GA· ~682 mi
Portfolio Management and Investment Advice
Next Step Retirement & Insurance Services LLC
Walnut Creek, CA· ~1440 mi
Portfolio Management and Investment Advice
SJJ HOLDINGS LLC
Alpharetta, GA· ~679 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for KQ Wealth Management LLC in Tulsa, OK (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in OK for ~$383k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is KQ Wealth Management LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with KQ Wealth Management LLC.