SeeBITDAOklahoma

Reuter James Wealth Management

Finance and insurance
  • 5025 Gaillardia Corporate Pl Ste 2, Oklahoma City, OK
  • Since 2021
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
401(k) filing, 2025
No reported financials
Company website
Owner not found

Employees over time

▲ 100% since 2021
05102021202220232024202548
401(k) / retirement-plan participants
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2021Form 55004$1.6M$663K
2022Form 55004$1.6M$663K
2023Form 55004$1.6M$663K
2024Form 55007$2.8M$1.2M
2025Form 55008$3.2M$1.3M

Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Reuter James Wealth Management
this business
$1.1M$439K—
CrossFirst Bank
Oklahoma City
$1.9M$863K0.0 mi
The Heather Bomar Team at NEO Home Loans
Oklahoma City
$1.1M$439K0.0 mi
The Aileen Welty Team at NEO Home Loans powered by Better
Oklahoma City
$1.1M$439K0.0 mi
The Chris and Marcie Hines Team - NMLS 233626
Oklahoma City
$1.1M$439K0.0 mi
Cody Hardridge Team @ NEO Home Loans
Oklahoma City
$1.1M$439K0.0 mi
Black Mesa
Oklahoma City
$1.9M$863K0.0 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 industry3×
Value range$437K – $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$443K – $1.4M
EBITDA range$182K – $596K
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

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Reuter James Wealth Management

Reuter James Wealth Management is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2021. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 8 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Reuter James Wealth Management?
The owner of Reuter James Wealth Management 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 Reuter James Wealth Management make?
SeeBITDA estimates Reuter James Wealth Management's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Reuter James Wealth Management worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
How many employees does Reuter James Wealth Management have?
About 8, from its 2025 retirement-plan filing.
When was Reuter James Wealth Management founded?
Reuter James Wealth Management has been in business since 2021.