Heidenreich Wealth Group LLC
How we got $756K
Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
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 |
|---|---|---|
| HEIDENREICH WEALTH GROUP LLC this business | $730K | — |
| THOMPSON CATTLE, INC Edmond · 2 employees | $1.3M | 1.1 mi |
| COHLMIA INVESTMENTS LLC Edmond · 2 employees | $2.5M | 1.5 mi |
| F.I.G. FINANCIAL ADVISORY SERVICES, INC. Oklahoma City | $1.2M | 1.5 mi |
| REVOLUTION II WI HOLDING Oklahoma City · 82 employees | $77.3M | 1.9 mi |
| TLW TRADING LLC Oklahoma City · 10 employees | $11.2M | 2.3 mi |
| STRATEGIC WEALTH CONCEPTS LLC Edmond · 4 employees | $1.4M | 3.1 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $392K |
| Estimate: the two combined (geometric mean) | $730K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $329K |
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 | $756K |
| Multiple for this size and industry | 2.3× |
| Value range | $398K – $1.0M |
| Revenue range | $480K – $833K |
| EBITDA range | $216K – $375K |
| 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
Advisors
- BankingINTRUST Bank, National AssociationPPP / 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 Roles are as stated there and may be out of date.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
| INTRUST Bank, National Association PPP 2020 | All 170 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/8/2020 | first | $17K | 1 |
About Heidenreich Wealth Group LLC
Heidenreich Wealth Group LLC is a financial advisors company in Edmond, Oklahoma. Its estimated annual revenue is about $730K, with roughly $329K of EBITDA. It has about 1 employees. Its estimated business value is $756K (likely range $398K–$1.0M).
Common questions
- Who owns Heidenreich Wealth Group LLC?
- The owner of Heidenreich Wealth Group 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 Heidenreich Wealth Group LLC make?
- SeeBITDA estimates Heidenreich Wealth Group LLC's annual revenue at about $730K (likely between $480K and $833K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Heidenreich Wealth Group LLC worth?
- About $756K, roughly 2.3× its estimated EBITDA of $329K, typical for a financial advisors company its size. Likely range: $398K–$1.0M.
- How many employees does Heidenreich Wealth Group LLC have?
- About 1, as reported on its PPP loan.