SBA lending record
1000 BROOKTREE RD, Wexford, PA 15090 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$345K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Valerie A Visconti 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.
BUTSON FINANCIAL ADVISORS, LLC
Sewickley, PA· ~2 mi
Portfolio Management and Investment Advice
Grandview Wealth Management
Pittsburgh, PA· ~21 mi
Portfolio Management and Investment Advice
THREE RIVERS LENDING LLC
Canonsburg, PA· ~24 mi
Portfolio Management and Investment Advice
Axias Wealth Advisors LLC
Pittsburgh, PA· ~13 mi
Portfolio Management and Investment Advice
THOMAS FINANCIAL ADVISORY GROUP
Pittsburgh, PA· ~14 mi
Portfolio Management and Investment Advice
THOMPSON FINANCIAL PLANNING, LLC
Pittsburgh, PA· ~12 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Valerie A Visconti in Wexford, PA (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 PA for ~$345k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Valerie A Visconti your business?
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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 Valerie A Visconti.