Olive Branch Wealth Management, LLC
- Brian DelayFinancial Advisor | Founder of Olive Branch Wealth Managemen · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Olive Branch Wealth Management, LLC is a wealth management firm in Edmond, OK that helps people plan retirement income and related financial goals. Brian Delay is listed as the adviser and offers investment advisory services through Gradient Advisors, LLC.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Gradient Advisors, LLC · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Olive Branch Wealth Management, LLC this business | $1.1M | — |
| Penn Point Insurance Edmond | $815K | 0.1 mi |
| RCB Bank Edmond | $1.8M | 0.2 mi |
| Arvest Bank Edmond | $1.8M | 0.2 mi |
| Direct Lending: Hard Money Lender Edmond | $1.1M | 0.3 mi |
| Stockton Insurance Agency Edmond | $815K | 0.3 mi |
| The Rutledge Insurance Agency Oklahoma City | $815K | 0.3 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
“His journey in the financial planning industry began in 2008, driven by a deep passion for helping individuals and families achieve their financial goals.”
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 Olive Branch Wealth Management, LLC
Olive Branch Wealth Management, LLC is a finance and insurance company in Edmond, Oklahoma, in business since 2023. It is owned by Financial Advisor (Founder). 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 Olive Branch Wealth Management, LLC?
- Olive Branch Wealth Management, LLC is owned by Financial Advisor (Founder), according to public sources such as the company's website or filings.
- How much revenue does Olive Branch Wealth Management, LLC make?
- SeeBITDA estimates Olive Branch Wealth Management, LLC'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 Olive Branch Wealth Management, LLC 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 Olive Branch Wealth Management, LLC founded?
- Olive Branch Wealth Management, LLC has been in business since 2023.