Hoffman Wealth Management, LLC
How we got $255K
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
▲ 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 |
|---|---|---|
| HOFFMAN WEALTH MANAGEMENT, LLC this business | $299K | — |
| SURF INVESTMENTS LLC Bixby · 2 employees | $1.5M | 2.1 mi |
| RICE INVESTMENTS LLC Tulsa · 1 employees | $868K | 3.8 mi |
| WARNER HOLDINGS LLC Tulsa · 1 employees | $545K | 4.7 mi |
| FINANCIAL DESIGN GROUP, INC. Tulsa · 2 employees | $1.2M | 4.7 mi |
| TRASE HOLDING INC Tulsa · 2 employees | $862K | 4.8 mi |
| VITAE VENTURES, LLC Broken Arrow · 2 employees | $1.3M | 5.0 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $412K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $167K |
| Estimate: the two combined (geometric mean) | $299K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $134K |
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 | $255K |
| Multiple for this size and industry | 1.9× |
| Value range | $134K – $349K |
| Revenue range | $197K – $341K |
| EBITDA range | $88K – $153K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
- BankingMabrey 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 Roles are as stated there and may be out of date.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
| Mabrey Bank PPP 2020 | All 851 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/14/2020 | first | $5K | 1 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Hoffman Wealth Management, LLC
Hoffman Wealth Management, LLC is a financial advisors company in Bixby, Oklahoma, in business since 2014. Its estimated annual revenue is about $299K, with roughly $134K of EBITDA. It has about 1 employees. Its estimated business value is $255K (likely range $134K–$349K).
Common questions
- Who owns Hoffman Wealth Management, LLC?
- The owner of Hoffman 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 Hoffman Wealth Management, LLC make?
- SeeBITDA estimates Hoffman Wealth Management, LLC's annual revenue at about $299K (likely between $197K and $341K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Hoffman Wealth Management, LLC worth?
- About $255K, roughly 1.9× its estimated EBITDA of $134K, typical for a financial advisors company its size. Likely range: $134K–$349K.
- How many employees does Hoffman Wealth Management, LLC have?
- About 1, as reported on its PPP loan.
- When was Hoffman Wealth Management, LLC founded?
- Hoffman Wealth Management, LLC has been in business since 2014.