360 Wealth Management
- Jean Paul LagardeChief Investment Officer · Company website
- Shawn Clagg, CPAPartner · Company website
- Heather MatlockClient Services Director · Company website
- Nick Moore, CFA®Director of Trading & Alternative Investment Research · 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
360 Wealth Management provides coordinated retirement planning, tax strategy, and investment management for individuals and families making financial decisions.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- LPL Financial · brand it sells or installs
- Advisor Resource Council · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| 360 Wealth Management this business | $1.1M | — |
| Chase Jenks | $1.9M | 0.1 mi |
| DEALER FINANCE GROUP, LLC Jenks · 2 employees | $1.5M | 0.1 mi |
| Western Union Jenks | $1.1M | 0.1 mi |
| WALGREENS #9595 Jenks | $1.1M | 0.1 mi |
| Western Union Jenks | $1.1M | 0.1 mi |
| KYLE DOKE INSURANCE AGENCY LLC Jenks · 4 employees | $695K | 0.2 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 | $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 360 Wealth Management
360 Wealth Management is a finance and insurance company in Jenks, Oklahoma, in business since 2021. It is owned by Kraig McFarland (Managing Partner). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns 360 Wealth Management?
- 360 Wealth Management is owned by Kraig McFarland (Managing Partner), according to public sources such as the company's website or filings.
- How much revenue does 360 Wealth Management make?
- SeeBITDA estimates 360 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 360 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.
- When was 360 Wealth Management founded?
- 360 Wealth Management has been in business since 2021.