Preserve Wealth Oklahoma Llc
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
Preserve Wealth Oklahoma is a financial planning firm led by David D. Daugherty that helps clients reach their retirement goals. It offers retirement planning, general financial planning, and other services.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Preserve Wealth Oklahoma Llc this business | $1.1M | — |
| Sunny Tax Oklahoma City | $1.1M | 0.0 mi |
| Global One Lending Inc Oklahoma City | $1.1M | 0.0 mi |
| American Equity Mortgage Oklahoma City | $1.1M | 0.0 mi |
| Globe Life American Income Division Potts Organization Oklahoma City | $806K | 0.0 mi |
| City National Bank & Trust Oklahoma City | $1.9M | 0.1 mi |
| LC WADE INSURANCE & FINANCIAL SERVICES Oklahoma City · 1 employees | $386K | 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 | $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 Preserve Wealth Oklahoma Llc
Preserve Wealth Oklahoma Llc is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2014. It is owned by David D. Daugherty. 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 Preserve Wealth Oklahoma Llc?
- Preserve Wealth Oklahoma Llc is owned by David D. Daugherty, according to public sources such as the company's website or filings.
- How much revenue does Preserve Wealth Oklahoma Llc make?
- SeeBITDA estimates Preserve Wealth Oklahoma Llc'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 Preserve Wealth Oklahoma Llc 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 Preserve Wealth Oklahoma Llc founded?
- Preserve Wealth Oklahoma Llc has been in business since 2014.