Align Wealth Management, LLC
How we got $3.9M
Based on its 5 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 36% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 5 | $1.7M |
| 2020 | Form 5500 | 4 | $1.3M |
| 2021 | Form 5500 | 4 | $1.3M |
| 2022 | Form 5500 | 5 | $1.7M |
| 2023 | Form 5500 | 5 | $1.7M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| ALIGN WEALTH MANAGEMENT, LLC this business | $3.2M | — |
| CAPSTONE TRITON FINANCIAL GROUP LLC Oklahoma City | $2.4M | 0.2 mi |
| TRITON WEALTH ADVISORS LLC Oklahoma City · 3 employees | $1.2M | 0.3 mi |
| CAPSTONE FINANCIAL GROUP INC Oklahoma City · 5 employees | $1.6M | 0.3 mi |
| CAPSTONE RETIREMENT SERVICES LLC Oklahoma City · 1 employees | $516K | 0.3 mi |
| CROWN CAPITAL PARTNERS Oklahoma City · 32 employees | $38.3M | 0.3 mi |
| ATLAS PEAK INVESTMENTS, LLC Oklahoma City · 2 employees | $994K | 0.6 mi |
The full calculation
| Employees reported to the SBA | 5 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.8M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.9M |
| Estimate: the two combined (geometric mean) | $3.2M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.1M |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $3.9M |
| Multiple for this size and industry | 3.4× |
| Value range | $2.0M – $5.3M |
| Revenue range | $2.1M – $3.7M |
| EBITDA range | $751K – $1.3M |
| Industry (NAICS) | Other financial investment activities (523920) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Leadership
- KBKevin BrownSigned for the company · 2023 retirement-plan filing (Form 5500)
Advisors
- BankingPrism BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Prism Bank PPP 2020 | All 131 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/9/2020 | first | $95K | 5 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Align Wealth Management, LLC
Align Wealth Management, LLC is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $3.2M, with roughly $1.1M of EBITDA. It has about 5 employees. Its estimated business value is $3.9M (likely range $2.0M–$5.3M).
Common questions
- Who owns Align Wealth Management, LLC?
- The owner of Align Wealth Management, LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Align Wealth Management, LLC make?
- SeeBITDA estimates Align Wealth Management, LLC's annual revenue at about $3.2M (likely between $2.1M and $3.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Align Wealth Management, LLC worth?
- About $3.9M, roughly 3.4× its estimated EBITDA of $1.1M, typical for a financial advisors company its size. Likely range: $2.0M–$5.3M.
- How many employees does Align Wealth Management, LLC have?
- About 5, from its 2023 retirement-plan filing.