Global Wealth Management, Inc
How we got $9.8M
Based on 6 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
Signs of a sale Some signs of a sale
- In business 25 years (since 2001)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Global Wealth Management is a financial advisory firm offering investment management, retirement, and financial planning to individuals seeking guidance on their wealth and financial goals.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 0% 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 |
|---|---|---|
| GLOBAL WEALTH MANAGEMENT, INC this business | $7.4M | — |
| PTP INVESTMENT GROUP, LLC Owasso · 2 employees | $855K | 1.0 mi |
| BROADMOOR HEALTH CARE, LLC Tulsa · 14 employees | $17.3M | 11.3 mi |
| PAY FACTORY, INC. Tulsa | $10.8M | 13.1 mi |
| WARBURTON CAPITAL MANAGEMENT LLC Tulsa · 5 employees | $2.5M | 13.3 mi |
| UTICA BENEFITS RESOURCE GROUP LLC Tulsa · 8 employees | $3.3M | 13.3 mi |
| EAGLETON BROWN INVESTMENT GROUP, LLC Tulsa · 7 employees | $5.2M | 14.9 mi |
The full calculation
| Employees reported to the SBA | 6 |
| Industry revenue per employee | $425K |
| Revenue = employees × revenue per employee | $7.4M |
| EBITDA margin (industry, adjusted for size) | 32% |
| EBITDA = revenue × margin | $2.4M |
| Cross-check: revenue implied by PPP payroll | $1.4M |
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 | $9.8M |
| Multiple for this size and industry | 4.1× |
| Value range | $4.7M – $14.0M |
| Revenue range | $4.4M – $8.8M |
| EBITDA range | $1.4M – $2.8M |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523110) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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
“Since 2008 we have a proud history of providing personalized, independent financial advice and guidance to our clients.”
Advisors
- BankingThe Central Trust 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
| The Central Trust Bank PPP 2020 | All 323 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/3/2020 | first | $74K | 6 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Global Wealth Management, Inc
Global Wealth Management, Inc is a financial advisors company in Owasso, Oklahoma, in business since 2001. It is owned by Chad Boling (President). Its estimated annual revenue is about $7.4M, with roughly $2.4M of EBITDA. It has about 6 employees. Its estimated business value is $9.8M (likely range $4.7M–$14.0M).
Common questions
- Who owns Global Wealth Management, Inc?
- Global Wealth Management, Inc is owned by Chad Boling (President), according to public sources such as the company's website or filings.
- How much revenue does Global Wealth Management, Inc make?
- SeeBITDA estimates Global Wealth Management, Inc's annual revenue at about $7.4M (likely between $4.4M and $8.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Global Wealth Management, Inc worth?
- About $9.8M, roughly 4.1× its estimated EBITDA of $2.4M, typical for a financial advisors company its size. Likely range: $4.7M–$14.0M.
- How many employees does Global Wealth Management, Inc have?
- About 6, as reported on its PPP loan.
- When was Global Wealth Management, Inc founded?
- Global Wealth Management, Inc has been in business since 2001.