Navigate Private Wealth LLC
Navigate Private Wealth LLC, located in Sandy, Utah, operates in the portfolio management and investment advice industry. The company was approved for an SBA 504 loan of $1,521,000 through Mountain West Small Business Finance, with Zions Bancorporation, National Association as the lending bank, with approval dated July 15, 2026. The company financed real estate or equipment through an SBA 504 loan.
SBA 504 loan, approved Jul 15, 2026
$1,521,000 SBA portionCDC: Mountain West Small Business Finance25 years termApproved, not yet fundedLoan details
- SBA (CDC) portion
- $1,521,000
- Bank portion
- $1,470,000
- Estimated project size
- $3,323,333 (estimated)
- Estimated owner equity
- $332,333 (estimated, about 10% of the project)
- Bank lender
- Zions Bancorporation, National Association, Salt Lake City, UT
- Processing method
- Accredited Lenders Program: CDC with an expedited SBA review
- Term
- 25 years (300 months)
- Estimated maturity
- July 15, 2051 (estimated, approval date plus term)
- Loan status
- Approved, not yet funded
- Jobs supported
- 3
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Salt Lake County, UT
- SBA district office
- Utah District Office
- Congressional district
- UT-3
- Collateral
- Yes
Estimated share of project by source
Bank 44% SBA (CDC) 46% Owner 10%
- Larger than 55% of expansion loans in Portfolio Management and Investment Advice on this site.
- Average expansion loan in Portfolio Management and Investment Advice: $1,688,455.
- Average expansion loan in Utah: $2,117,884.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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Same industry in Utah
- Bridgerland Financial Advisors, LLC, American Fork