Distinct Wealth Management LLC
How we got $997K
Based on its 2 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 4% 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
▲ 50% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 2 | $667K |
| 2025 | Form 5500 | 3 | $1.0M |
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 |
|---|---|---|
| DISTINCT WEALTH MANAGEMENT LLC this business | $1.1M | — |
| MALONEY & DENNIS WEALTH PARTNERS LLC Edmond · 3 employees | $1.9M | 0.0 mi |
| MEL STEWART INVESTMENTSERVICES Edmond · 1 employees | $775K | 0.1 mi |
| ZACHARY D. HAWLEY, LLC Edmond · 1 employees | $450K | 0.5 mi |
| BURNETT FINANCIAL GROUP INC Edmond · 3 employees | $1.9M | 0.9 mi |
| HORIZON FINANCIAL SERVICES, INC. Edmond · 2 employees | $862K | 0.9 mi |
| JOHN D MITCHELL & ASSOC Edmond · 3 employees | $1.4M | 1.4 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $824K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.1M |
| Estimate: the two combined (geometric mean) | $1.1M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $434K |
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 | $997K |
| Multiple for this size and industry | 2.3× |
| Value range | $525K – $1.4M |
| Revenue range | $728K – $1.3M |
| EBITDA range | $285K – $494K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
Advisors
- BankingValliance 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
| Valliance Bank PPP 2020 | All 439 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $34K | 2 |
About Distinct Wealth Management LLC
Distinct Wealth Management LLC is a financial advisors company in Edmond, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $434K of EBITDA. It has about 3 employees. Its estimated business value is $997K (likely range $525K–$1.4M).
Common questions
- Who owns Distinct Wealth Management LLC?
- The owner of Distinct 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 Distinct Wealth Management LLC make?
- SeeBITDA estimates Distinct Wealth Management LLC's annual revenue at about $1.1M (likely between $728K and $1.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Distinct Wealth Management LLC worth?
- About $997K, roughly 2.3× its estimated EBITDA of $434K, typical for a financial advisors company its size. Likely range: $525K–$1.4M.
- How many employees does Distinct Wealth Management LLC have?
- About 3, from its 2025 retirement-plan filing.