Ferrell Wealth Management Inc
How we got $1.5M
Based on its 3 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.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| FERRELL WEALTH MANAGEMENT INC this business | $1.3M | — |
| DJM FINANCIAL, LLC Edmond · 1 employees | $1.2M | 1.4 mi |
| PACE JAMISON INVESTMENTS, LLC Edmond · 1 employees | $507K | 1.4 mi |
| RPM FINANCIAL, LLC Edmond · 1 employees | $498K | 1.4 mi |
| STRATEGIC WEALTH CONCEPTS LLC Edmond · 4 employees | $1.4M | 2.0 mi |
| ROBERTS FINANCIAL PARTNERS GROUP, LLC Edmond · 2 employees | $1.3M | 2.6 mi |
| BARNES BROKERAGE CO INC Edmond · 1 employees | $1.1M | 2.8 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.1M |
| Estimate: the two combined (geometric mean) | $1.3M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $528K |
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 | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $778K – $2.0M |
| Revenue range | $887K – $1.5M |
| EBITDA range | $348K – $602K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
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
- BankingMidFirst 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 Roles are as stated there and may be out of date.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
| MidFirst Bank PPP 2020 | All 2,403 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/13/2020 | first | $40K | 3 |
About Ferrell Wealth Management Inc
Ferrell Wealth Management Inc is a financial advisors company in Edmond, Oklahoma. Its estimated annual revenue is about $1.3M, with roughly $528K of EBITDA. It has about 3 employees. Its estimated business value is $1.5M (likely range $778K–$2.0M).
Common questions
- Who owns Ferrell Wealth Management Inc?
- The owner of Ferrell 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 Ferrell Wealth Management Inc make?
- SeeBITDA estimates Ferrell Wealth Management Inc's annual revenue at about $1.3M (likely between $887K and $1.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Ferrell Wealth Management Inc worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $528K, typical for a financial advisors company its size. Likely range: $778K–$2.0M.
- How many employees does Ferrell Wealth Management Inc have?
- About 3, as reported on its PPP loan.