Miscellaneous Financial Investment Activities in California

12 miscellaneous financial investment activities businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.

Nathan Truax

Riverside, CA · 1 loan

$812K

Astute Wealth ManagementCameron Park, CA · 2 loans$700K

Paragon Financial Planning, Inc.Alameda, CA · 1 loan$595K

Golden K Plans, Inc.Newport Beach, CA · 1 loan$500K

Peralta Planworks, LLCBrea, CA · 1 loan$238K

Salisbury Financial GroupIrvine, CA · 1 loan$150K

CENTRAL COAST WEALTH MANAGEMENT LLCSan Luis Obispo, CA · 1 loan$125K

Martin_Shapiro_Financial_ServicesOrange, CA · 1 loan$100K

Margo Park LLCSan Diego, CA · 1 loan$90K

AGG ASSET MANAGEMENT, LLCWestlake Village, CA · 1 loan$69K

AI summary

California has 12 miscellaneous financial investment activities businesses on record financed with SBA 7(a) loans, the largest of which closed $1.2M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing miscellaneous financial investment activities deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds miscellaneous financial investment activities businesses in California before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed miscellaneous financial investment activities businesses in California, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

12 miscellaneous financial investment activities businesses financed in California
Largest deal on record: $1.2M
State: California
Industry: Miscellaneous Financial Investment Activities

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/california
API:: https://dealroom.so/api/public/industries/miscellaneous-financial-investment-activities?state=california
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.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a California project address.