SeeBITDAOklahoma

Gorton Wealth Management, LLC

  • 7814 S PENNSYLVANIA AVE, Oklahoma City, OK
  • Since 2019
Estimated valueMedium confidence
$882K
$464Klikely range$1.2M
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$978K
a year
Profit (EBITDA)
$383K
39% of revenue
Employees
1
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $882K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $734K each$734K
PPP payroll ÷ payroll's usual share of revenue$1.0M
Shown toward the top of its range×1.14
Revenue$978K
× 39% profit margin$383K
× 2.3 sale multiple = value$882K

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

The Gorton Wealth Management Group of Wells Fargo Advisors provides wealth planning and investment management to its clients, with a focus on long-term relationships and owning individual stocks. The pages describe its team as based in Corte Madera, CA, not Oklahoma City.

Products & services
Wealth planningInvestment managementDiversified Stock Income PlanPIM 1 Option Income PortfolioAsset Allocation
Service area
Corte Madera, CA

From the company's website. Industry: Financial advisors.

Customers & suppliers

Suppliers & brands

  • Wells Fargo Advisors · brand it sells or installs

Estimated value over time

▲ 30% since 2020
$0$507K$1.0M20202026

Today'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

BusinessEst. revenueEst. profitDistance
GORTON WEALTH MANAGEMENT, LLC
this business
$978K$383K—
RETIREMENT SOLUTIONS LLC
Oklahoma City · 2 employees
$849K$382K1.3 mi
CRUSE CAPITAL OKLAHOMA CORPORATION
Oklahoma City · 1 employees
$727K$327K1.5 mi
AIRCRAFT GUARANTY HOLDINGS, LLC
Oklahoma City · 5 employees
$2.9M$1.0M2.2 mi
TRINITY PROPERTY SOLUTIONS, INC.
Oklahoma City · 1 employees
$482K$217K2.3 mi
STATON FINANCIAL GROUP, INC.
Oklahoma City · 3 employees
$1.5M$595K2.9 mi
ROGERS FINANCIAL INC
Oklahoma City · 2 employees
$684K$308K3.2 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$734K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$1.0M
Estimate: the two combined (geometric mean)$978K
EBITDA margin (industry, adjusted for size)39%
EBITDA = revenue × margin$383K

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$882K
Multiple for this size and industry2.3×
Value range$464K – $1.2M
Revenue range$644K – $1.1M
EBITDA range$252K – $437K
Industry (NAICS)Miscellaneous Intermediation (523910)

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

  • BankingThe First National Bank and Trust Co, Chickasha, OklahomaPPP / 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 First National Bank and Trust Co, Chickasha, Oklahoma
PPP 2020
All 478 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/29/2020first$21K$21K1The First National Bank and Trust Co, Chickasha, Oklahoma

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Gorton Wealth Management, LLC

Gorton Wealth Management, LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2019. Its estimated annual revenue is about $978K, with roughly $383K of EBITDA. It has about 1 employees. Its estimated business value is $882K (likely range $464K–$1.2M).

Common questions

Who owns Gorton Wealth Management, LLC?
The owner of Gorton 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 Gorton Wealth Management, LLC make?
SeeBITDA estimates Gorton Wealth Management, LLC's annual revenue at about $978K (likely between $644K and $1.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Gorton Wealth Management, LLC worth?
About $882K, roughly 2.3× its estimated EBITDA of $383K, typical for a financial advisors company its size. Likely range: $464K–$1.2M.
How many employees does Gorton Wealth Management, LLC have?
About 1, as reported on its PPP loan.
When was Gorton Wealth Management, LLC founded?
Gorton Wealth Management, LLC has been in business since 2019.