Portfolio Management and Investment Advice in Arizona

9 portfolio management and investment advice businesses in Arizona financed with SBA 7(a) loans, largest first. Each links to its complete record.

$1.2M

POM Wealth Management, LLCPrescott, AZ · 1 loan$647K

Frick & A Holdings LLCSun City West, AZ · 1 loan$527K

Wyatt McRae Wealth Advisor PLLCTucson, AZ · 1 loan$385K

Craig Steven LandersPeoria, AZ · 1 loan$250K

Axberg Wealth Management, LLC, an Arizona Limited Liability CompanySun City West, AZ · 1 loan$213K

Legacy Builders FinanceLake Havasu City, AZ · 1 loan$46K

AI summary

Arizona has 9 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $3.6M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Arizona and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Arizona 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 portfolio management and investment advice businesses in Arizona, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

9 portfolio management and investment advice businesses financed in Arizona
Largest deal on record: $3.6M
State: Arizona
Industry: Portfolio Management and Investment Advice

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/intelligence/portfolio-management-and-investment-advice/arizona
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=arizona
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 Arizona project address.