Industry intelligence
Portfolio Management in Utah
2 portfolio management businesses in Utah financed with SBA 7(a) loans, largest first. Each links to its complete record.
- HADDY FINANCIAL, LLCLogan, UT · 3 loans$180K
- Hudson Oaks Wealth Management LLCProvo, UT · 3 loans$120K
AI summary
Utah has 2 portfolio management businesses on record financed with SBA 7(a) loans, the largest of which closed $180K in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management deals in Utah and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management 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 businesses in Utah, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 2 portfolio management businesses financed in Utah
- Largest deal on record: $180K
- State: Utah
- Industry: Portfolio Management
- 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.
- 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.
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DealRoom analysis of public SBA 7(a) lending records with a Utah project address.