Harbor Wealth Management LLC
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
What they do
Harbor Wealth Management is a wealth advisory firm in Ponca City, OK that offers financial and retirement planning. It serves hard working people who aspire to a work optional lifestyle.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Raymond James Financial Services · brand it sells or installs
Estimated value over time
▲ 25% 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 |
|---|---|---|
| HARBOR WEALTH MANAGEMENT LLC this business | $1.4M | — |
| MIRES CONSULTING GROUP L.L.C. Ponca City · 4 employees | $1.9M | 0.1 mi |
| BIVIN & ASSOCIATES, INC. Ponca City · 6 employees | $2.4M | 0.7 mi |
| FERGUSON, MULLIGAN & POET, LLC Ponca City | $2.4M | 5.1 mi |
| NICHOLAS HOLLRAH LLC Stillwater · 1 employees | $636K | 40.1 mi |
| HAWKINS FINANCIAL GROUP, INC Stillwater · 5 employees | $3.5M | 40.7 mi |
| MILBURN J TOMSON Stillwater · 1 employees | $682K | 42.2 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $756K |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $544K |
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 | $802K – $2.1M |
| Revenue range | $914K – $1.6M |
| EBITDA range | $358K – $621K |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Leadership
- SSSHAUN SEARLEBranch Manager, RJFS · Company website · source
- BBBRETT BIDDINGER, CLTC®Financial Advisor, RJFS · Company website · source
Advisors
- BankingFirst National Bank of 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
| First National Bank of Oklahoma PPP 2020 | All 405 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $23K | 2 |
| 4/29/2020 | first | $21K | 3 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Harbor Wealth Management LLC
Harbor Wealth Management LLC is a financial advisors company in Ponca City, Oklahoma, in business since 2020. Its estimated annual revenue is about $1.4M, with roughly $544K of EBITDA. It has about 3 employees. Its estimated business value is $1.5M (likely range $802K–$2.1M).
Common questions
- Who owns Harbor Wealth Management LLC?
- The owner of Harbor 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 Harbor Wealth Management LLC make?
- SeeBITDA estimates Harbor Wealth Management LLC's annual revenue at about $1.4M (likely between $914K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Harbor Wealth Management LLC worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $544K, typical for a financial advisors company its size. Likely range: $802K–$2.1M.
- How many employees does Harbor Wealth Management LLC have?
- About 3, as reported on its PPP loan.
- When was Harbor Wealth Management LLC founded?
- Harbor Wealth Management LLC has been in business since 2020.