SeeBITDAOklahoma

Nfa Wealth Management - Norman, LLC

  • 808 24TH AVE NW Ste 202, Norman, OK
  • 2 locations
Estimated valueLow confidence
$417K
$197Klikely range$592K
About 1.9× its yearly profit, typical for a company this size in its industry.
Revenue
$488K
a year
Profit (EBITDA)
$219K
45% of revenue
Employees
1
reported in 2020
Owner not found yet
We haven't found the owner in public records

How we got $417K

Based on 1 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.

1 employees × $412K each$412K
Shown toward the top of its range×1.18
Revenue$488K
× 45% profit margin$219K
× 1.9 sale multiple = value$417K

· Own this business? Correct these figures

What we know

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

Estimated value over time

▲ 4% since 2020
$0$240K$480K20202026

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
NFA WEALTH MANAGEMENT - NORMAN, LLC
this business
$488K$219K—
MILLION WEALTH MANAGEMENT, LLC
Norman · 1 employees
$546K$246K0.6 mi
JOHN FRYREAR
Norman · 1 employees
$720K$282K0.9 mi
TKD INVESTMENTS, LLC DBA STRETCH U OF NORMAN
Norman · 2 employees
$1.0M$408K0.9 mi
ARETE ACQUISITIONS, LLC
Norman · 10 employees
$5.3M$1.7M1.9 mi
VERNON E GLADHILL & ASSOCIATES INC
Norman · 1 employees
$502K$226K2.2 mi
D.M. WEALTH MANAGEMENT, INC.
Norman · 2 employees
$975K$382K2.2 mi

The full calculation

Employees reported to the SBA1
Industry revenue per employee$333K
Revenue = employees × revenue per employee$488K
EBITDA margin (industry, adjusted for size)45%
EBITDA = revenue × margin$219K
Cross-check: revenue implied by PPP payroll$60K

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$417K
Multiple for this size and industry1.9×
Value range$197K – $592K
Revenue range$289K – $577K
EBITDA range$130K – $260K
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

  • BankingArmstrong 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

Armstrong Bank
PPP 2020
All 1,355 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/9/2020first$2K$2K1Armstrong Bank

2 locations

808 24TH AVE NW Ste 202NormanThis listing
2524 N BroadwayEdmondView

Revenue, profit and value are for the whole company.

About Nfa Wealth Management - Norman, LLC

Nfa Wealth Management - Norman, LLC is a financial advisors company in Norman, Oklahoma. Its estimated annual revenue is about $488K, with roughly $219K of EBITDA. It has about 1 employees. Its estimated business value is $417K (likely range $197K–$592K). It has 2 locations.

Common questions

Who owns Nfa Wealth Management - Norman, LLC?
The owner of Nfa Wealth Management - Norman, 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 Nfa Wealth Management - Norman, LLC make?
SeeBITDA estimates Nfa Wealth Management - Norman, LLC's annual revenue at about $488K (likely between $289K and $577K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Nfa Wealth Management - Norman, LLC worth?
About $417K, roughly 1.9× its estimated EBITDA of $219K, typical for a financial advisors company its size. Likely range: $197K–$592K.
How many employees does Nfa Wealth Management - Norman, LLC have?
About 1, as reported on its PPP loan.