Penney Wise Wealth Advisors, Inc
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
Penney Wise Wealth Advisors, Inc. is a wealth advisory firm in Oklahoma City that offers financial planning, retirement planning and investment services, describing itself as an independent firm with access to a wide range of unbiased financial strategies.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Kovack Securities, Inc · brand it sells or installs
- Kovack Advisors, Inc · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Penney Wise Wealth Advisors, Inc this business | $1.1M | — |
| Rose Rock Bank Oklahoma City | $1.8M | 0.0 mi |
| Legacy Planning Partners, Llc Oklahoma City | $1.1M | 0.0 mi |
| EXCHANGE TRADED CONCEPTS LLC Oklahoma City · 15 employees | $8.9M | 0.0 mi |
| WESTSIDE INVESTMENT MANAGEMENT, INC. Oklahoma City · 8 employees | $3.7M | 0.0 mi |
| Legacy & Succession Oklahoma City | $3.6M | 0.0 mi |
| Jackson & Associates Law Office Oklahoma City | $1.1M | 0.0 mi |
Ranges & sources
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) |
| Value range | $435K – $2.1M |
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
“With over 40 years of investment experience, Susan Penney established Penney Wise Wealth Advisors in Oklahoma City in 2012.”
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 Roles are as stated there and may be out of date.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 Penney Wise Wealth Advisors, Inc
Penney Wise Wealth Advisors, Inc is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2012. It is owned by Susan Penney (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 Penney Wise Wealth Advisors, Inc?
- Penney Wise Wealth Advisors, Inc is owned by Susan Penney (Founder), according to public sources such as the company's website or filings.
- How much revenue does Penney Wise Wealth Advisors, Inc make?
- SeeBITDA estimates Penney Wise Wealth Advisors, Inc'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 Penney Wise Wealth Advisors, Inc 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 Penney Wise Wealth Advisors, Inc founded?
- Penney Wise Wealth Advisors, Inc has been in business since 2012.