Portfolio Management and Investment Advice in Utah

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

BC Consulting LLCOrem, UT · 1 loan$215K

Tenax Acquisition Inc.North Ogden, UT · 1 loan$200K

Green Street Wealth Advisors, LLCTaylorsville, UT · 1 loan$135K

CANYON STRATEGIC WEALTHFarmington, UT · 1 loan$70K

Longhorn Financial LLCBluffdale, UT · 1 loan$50K

AI summary

Utah has 8 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.0M in financing.

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

8 portfolio management and investment advice businesses financed in Utah
Largest deal on record: $4.0M
State: Utah
Industry: Portfolio Management and Investment Advice

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