SeeBITDAOklahoma

Ray Smith Wealth Management

Finance and insurance
  • 808 S Main St Ste 307, Stillwater, OK
  • Since 2007
Estimated valueLow confidence
$618K
$278Klikely range$1.4M
About 2.5× its yearly profit, typical for a company this size in its industry.
Revenue
$601K
a year
Profit (EBITDA)
$247K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records
Unlikely to sell soon

How we got $618K

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

A typical finance and insurance business in Oklahoma$601K
Revenue$601K
× 41% profit margin$247K
× 2.5 sale multiple = value$618K

· Own this business? Correct these figures

What we know

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

Signs of a sale Unlikely to sell soon

  • In business 19 years (since 2007)

From public records and the company's website, not a statement that it's for sale.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Ray Smith Wealth Management
this business
$601K$247K—
BancFirst
Stillwater
$984K$443K0.0 mi
Cochran Bell Wealth and Tax Strategy
Stillwater
$601K$247K0.0 mi
GoToBenefit
Stillwater
$493K$189K0.0 mi
WYCHE MURPHY AGENCY, INC
Stillwater · 2 employees
$1.0M$298K0.1 mi
Wedel & Associates
Stillwater
$493K$189K0.1 mi
Insurance Specialists Of Oklahoma
Stillwater
$493K$189K0.1 mi

The full calculation

Estimated value = EBITDA × typical sale multiple$618K
Multiple for this size and industry2.5×
Value range$278K – $1.4M

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$338K – $1.1M
EBITDA range$139K – $456K
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 Ray Smith Wealth Management

Ray Smith Wealth Management is a finance and insurance company in Stillwater, Oklahoma, in business since 2007. Its estimated annual revenue is about $601K, with roughly $247K of EBITDA. Its estimated business value is $618K (likely range $278K–$1.4M).

Common questions

Who owns Ray Smith Wealth Management?
The owner of Ray Smith 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 Ray Smith Wealth Management make?
SeeBITDA estimates Ray Smith Wealth Management's annual revenue at about $601K (likely between $338K and $1.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Ray Smith Wealth Management worth?
About $618K, roughly 2.5× its estimated EBITDA of $247K, typical for a finance and insurance company its size. Likely range: $278K–$1.4M.
When was Ray Smith Wealth Management founded?
Ray Smith Wealth Management has been in business since 2007.