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ROHR PRIVATE WEALTH MANAGEMENT LLC — SBA Loan Record (Miami, FL) | DealRoom

Intelligence/Portfolio Management and Investment Advice/FL

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SBA lending record

ROHR PRIVATE WEALTH MANAGEMENT LLC

1441 BRICKELL AVE, Miami, FL 33131 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$10K

Total SBA financing

1

Loan on record

FY2025

On record

—

Jobs supported

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

Is ROHR PRIVATE 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.

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The loan

$10,000 — FY2025

Gross approval: $10,000
SBA guaranteed: $5,000 (50%)
Status: Current
Rate at approval: 11% v
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/26/2025
First disbursement: 4/15/2025
Days to fund: 48 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Citibank, N.A.
Address: 1441 BRICKELL AVE
City: Miami, 33131
County: Miami-Dade
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 24

The lender

Citibank, N.A.

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 portfolio management and investment advice — by location, industry.

SBA lenders in Florida Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Florida

Similar businesses

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.

Corrales & Company, LLC

Miami, FL· ~0 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Michelsen & Associates, Inc.

Miami, FL· ~1 mi

Portfolio Management and Investment Advice

$3.3M
SBA financing: ≈ $6.5M–$11M
Est. revenue (rough)

Jorge Miranda PA

Hialeah, FL· ~9 mi

Portfolio Management and Investment Advice

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

True Wealth Advisory Group, LLC

Miami, FL· ~4 mi

Portfolio Management and Investment Advice

$640K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

Downtown Wealth Studios LLC

Miami, FL· ~3 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Empire Investment Biz Inc

North Miami, FL· ~10 mi

Portfolio Management and Investment Advice

$93K
SBA financing: ≈ $182K–$304K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ROHR PRIVATE WEALTH MANAGEMENT LLC in Miami, FL (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.

1 SBA 7(a) loan totaling $10K
On record FY2025
Industry: Portfolio Management and Investment Advice
Location: Miami, FL
Lender: Citibank, N.A.

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 FL for ~$10k 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/rohr-private-wealth-management-llc-fl
API:: https://dealroom.so/api/public/businesses/rohr-private-wealth-management-llc-fl
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 ROHR PRIVATE 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 ROHR PRIVATE WEALTH MANAGEMENT LLC.