Skip to main content

PopularNo money down SBA 7(a)Lowest SBA 7(a) rate Franchises that fail Franchises that never fail Cash you really need Buy a business with your 401(k)

Scroll

Buy a BusinessBrowse SBA-ready deals Businesses for sale Completed sales Map search Deal alerts Compare deals Saved deals Become a verified buyer

LendersFind an SBA lender Best SBA lenders Lenders by state Lenders by industry Lenders by franchise Biggest SBA lenders Lender failure rates Failed banks Complete directory For lenders Lender Q&A

FranchisesFranchise finder Compare franchises Franchise failure rates Most successful SBA franchise directory All franchise data

SBA GuideSBA 7(a) guide Buying a business Buyer eligibility Requirements Down payment Rates & fees 2025 rule changes SBA Q&A (4,000+)Lender Q&A SBA basics Glossary Official sources

ToolsBuyer pre-qualification SBA loan calculator Down payment calculator Business valuation Financeability check Partner buyout Seller life insurance All tools

Data & APIResearch hub Intelligence by industry Market data Data sources Methodology Developers OpenAPI spec MCP server For AI agents

Software / AdvisorsDealRoom Software Software features Software pricing Sell your business Find an advisor

CompanyAbout Product Contact Security Accessibility Privacy Policy Terms of Service Log in

DealRoom is not a lender, bank, broker-dealer, CPA firm, law firm, or SBA representative, and does not make credit decisions. “SBA-ready” and “SBA pre-screened” labels mean a listing has been reviewed against available SBA financing factors, not that SBA or any lender has approved a loan. Final eligibility, underwriting, terms, and approval depend on the buyer, lender, full documentation, and current SBA rules.

DealRoom is intended for users and transactions in the United States. We do not offer services to users located outside the U.S.

© 2026 DealRoom. All rights reserved.SBA-ready business deals, lender intelligence, and buyer prequalification.

FranchisesFinder Compare Failure rates Most successful Directory By state All data

LendersFinder Best By state By industry By franchise Biggest Failure rates Directory

BusinessesBy industry Browse for sale Map Completed sales

SBA loansGuide Calculator Today's rate Eligibility

Explore all →

OakBridge Asset Management, LLC — SBA Loan Record (South Jordan, UT) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/UT

Claim this listing

SBA lending record

OakBridge Asset Management, LLC

897 W Baxter Dr, South Jordan, UT 84095 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$210K

Total SBA financing

1

Loan on record

FY2020

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is OakBridge Asset 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.

Claim this listing Remove

The loan

$210,000 — FY2020

Gross approval: $210,000
SBA guaranteed: $157,500 (75%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/20/2020
First disbursement: 8/31/2020
Days to fund: 11 days
Paid in full: 5/31/2021
Collateral: None
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: BMO Bank National Association
Address: 897 W Baxter Dr
City: South Jordan, 84095
County: Salt Lake
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 4

The lender

BMO Bank National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding miscellaneous financial investment activities — by location, industry.

SBA lenders in Utah Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in Utah

Similar businesses

Comparable miscellaneous financial investment activities in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Elias T. Benjamin Wealth Management LLC

Sandy, UT· ~2 mi

Miscellaneous Financial Investment Activities

$412K
SBA financing: ≈ $808K–$1.3M
Est. revenue (rough)

CA Wealth Management

Murray, UT· ~5 mi

Miscellaneous Financial Investment Activities

$510K
SBA financing: ≈ $999K–$1.7M
Est. revenue (rough)

Traders Edge Network

Sandy, UT· ~4 mi

Miscellaneous Financial Investment Activities

$668K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

CAMPBELL AND ASSOCIATES, CPAs P.C.

Orem, UT· ~21 mi

Miscellaneous Financial Investment Activities

$166K
SBA financing: ≈ $326K–$543K
Est. revenue (rough)

Blue Line Financial Management, LLC

Tooele, UT· ~20 mi

Miscellaneous Financial Investment Activities

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

CURTAIN WEALTH PLANNING,L.L.C

Park City, UT· ~23 mi

Miscellaneous Financial Investment Activities

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for OakBridge Asset Management, LLC in South Jordan, UT (Miscellaneous Financial Investment Activities). 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.

1 SBA 7(a) loan totaling $210K
On record FY2020
Industry: Miscellaneous Financial Investment Activities
Location: South Jordan, UT
Lender: BMO Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in UT for ~$210k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/oakbridge-asset-management-llc-ut
API:: https://dealroom.so/api/public/businesses/oakbridge-asset-management-llc-ut
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is OakBridge Asset 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.

Claim this listing

Researching a business like this one?

The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.

Free · No documents · Usually same-day

NameEmailMessage (optional)I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with OakBridge Asset Management, LLC.