Sandman Wealth Management
- Joe MinardiPartner, Licensed Agent · Company website
- Elizabeth BechtelMarketing Director, Licensed Agent · Company website
- Jessy WolfClient Services Associate, Licensed Agent · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Joe Minardi, Partner, Licensed Agent)
From public records and the company's website, not a statement that it's for sale.
What they do
Sandman Wealth Management is a financial advisory firm that provides retirement planning and investment strategies to families and businesses, with a focus on Oklahomans.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Sandman Financial Inc · brand it sells or installs
- Gradient Advisors, LLC · brand it sells or installs
- Luson Media, LLC · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Sandman Wealth Management this business | $1.1M | — |
| ERock Health Solutions Tulsa | $815K | 0.0 mi |
| Your Health Insurance Solution Tulsa | $815K | 0.0 mi |
| Harper Health Advisors Tulsa | $815K | 0.0 mi |
| Brittany Armer - Ameriprise Financial Services, LLC Tulsa | $1.1M | 0.1 mi |
| Ameriprise Financial Tulsa | $1.1M | 0.1 mi |
| Sooner Retirement Tulsa | $1.1M | 0.1 mi |
The full calculation
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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
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. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“Sandy is the founder of Sandman Financial Inc dba Sandman Wealth Management, a registered investment advisor firm.”
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.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Sandman Wealth Management
Sandman Wealth Management is a finance and insurance company in Tulsa, Oklahoma, in business since 2022. It is owned by Sandy Minardi (Founder, President). Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Sandman Wealth Management?
- Sandman Wealth Management is owned by Sandy Minardi (Founder, President), according to public sources such as the company's website or filings.
- How much revenue does Sandman Wealth Management make?
- SeeBITDA estimates Sandman Wealth Management's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Sandman Wealth Management worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Sandman Wealth Management founded?
- Sandman Wealth Management has been in business since 2022.