Portfolio Management and Investment Advice in Georgia

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

Cumming, GA · 3 loans

$600K

Wiser Wealth Management, IncMarietta, GA · 1 loan$500K

ALPHA FINANCIAL MANAGEMENT, INC.Savannah, GA · 1 loan$499K

Earn Into Wealth Strategies, LLCAtlanta, GA · 1 loan$250K

Balance Wealth Partners, LLCKennesaw, GA · 1 loan$81K

77 Below Financial LLCEvans, GA · 1 loan$50K

Park Financial, LLCMarietta, GA · 1 loan$50K

Wright Wealth LLCAtlanta, GA · 1 loan$50K

Concierge Financial Holdings, LLCAcworth, GA · 1 loan$35K

AI summary

Georgia has 11 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.5M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Georgia 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 Georgia 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 Georgia, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

11 portfolio management and investment advice businesses financed in Georgia
Largest deal on record: $1.5M
State: Georgia
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/georgia
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=georgia
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 Georgia project address.