Nw Wealth Mgmt LLC
How we got $903K
Based on 2 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
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 |
|---|---|---|
| NW WEALTH MGMT LLC this business | $1.0M | — |
| NORTHWEST COMMODITIES, INC Enid · 3 employees | $1.9M | 3.2 mi |
| ALLEGIANT COMMODITY RESEARCH LLC Cherokee · 1 employees | $1.1M | 33.9 mi |
| FOUNDATION INSURANCE & RISK MANAGEMENT INC. Guthrie · 1 employees | $1.2M | 47.1 mi |
| MHT CONSULTING, L.L.C. Piedmont | $6.6M | 53.0 mi |
| COBURN FAMILY COMPANIES, INC. Edmond · 1 employees | $628K | 54.8 mi |
| VIKING FINANCIAL LLC Edmond · 1 employees | $394K | 57.2 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Industry revenue per employee | $425K |
| Revenue = employees × revenue per employee | $1.0M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $393K |
| Cross-check: revenue implied by PPP payroll | $220K |
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 | $903K |
| Multiple for this size and industry | 2.3× |
| Value range | $427K – $1.3M |
| Revenue range | $593K – $1.2M |
| EBITDA range | $232K – $465K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
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
History & advisors
Advisors
- BankingNBC 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 Roles are as stated there and may be out of date.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
| NBC Oklahoma PPP 2020 | All 526 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $8K | 2 |
About Nw Wealth Mgmt LLC
Nw Wealth Mgmt LLC is a financial advisors company in Enid, Oklahoma. Its estimated annual revenue is about $1.0M, with roughly $393K of EBITDA. It has about 2 employees. Its estimated business value is $903K (likely range $427K–$1.3M).
Common questions
- Who owns Nw Wealth Mgmt LLC?
- The owner of Nw Wealth Mgmt 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 Nw Wealth Mgmt LLC make?
- SeeBITDA estimates Nw Wealth Mgmt LLC's annual revenue at about $1.0M (likely between $593K and $1.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Nw Wealth Mgmt LLC worth?
- About $903K, roughly 2.3× its estimated EBITDA of $393K, typical for a financial advisors company its size. Likely range: $427K–$1.3M.
- How many employees does Nw Wealth Mgmt LLC have?
- About 2, as reported on its PPP loan.