Burns Wealth Management, Inc.
How we got $746K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| BURNS WEALTH MANAGEMENT, INC. this business | $828K | — |
| EXENCIAL WEALTH ADVISORS, LLC Oklahoma City · 53 employees | $27.4M | 0.0 mi |
| PENSION SOLUTIONS, INC. Oklahoma City · 11 employees | $3.7M | 0.1 mi |
| ARK & TLK INVESTMENTS LLC Oklahoma City · 6 employees | $3.8M | 0.1 mi |
| CAMERON FINANCIAL STRATEGIES, LLC Oklahoma City · 5 employees | $2.2M | 0.1 mi |
| FULL SAIL CAPITAL LLC Oklahoma City · 10 employees | $5.0M | 0.3 mi |
| Integrated Planning Strategies Oklahoma City | $1.1M | 0.4 mi |
Ranges & sources
| Revenue range | $545K – $944K |
| EBITDA range | $213K – $370K |
| Industry (NAICS) | Other financial investment activities (523920) |
| Value range | $393K – $1.0M |
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
History & advisors
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 Roles are as stated there and may be out of date.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 |
|---|---|---|---|
| 4/10/2020 | first | $27K | 1 |
About Burns Wealth Management, Inc.
Burns Wealth Management, Inc. is a financial advisors company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $828K, with roughly $324K of EBITDA. It has about 1 employees. Its estimated business value is $746K (likely range $393K–$1.0M).
Common questions
- Who owns Burns Wealth Management, Inc.?
- The owner of Burns Wealth Management, Inc. 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 Burns Wealth Management, Inc. make?
- SeeBITDA estimates Burns Wealth Management, Inc.'s annual revenue at about $828K (likely between $545K and $944K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Burns Wealth Management, Inc. worth?
- About $746K, roughly 2.3× its estimated EBITDA of $324K, typical for a financial advisors company its size. Likely range: $393K–$1.0M.
- How many employees does Burns Wealth Management, Inc. have?
- About 1, as reported on its PPP loan.