Burkholder Wealth Management
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Employees over time
▼ 33% since 2023Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2023 | Form 5500 | 3 | $1.2M |
| 2024 | Form 5500 | 2 | $805K |
| 2025 | Form 5500 | 2 | $805K |
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
| Business | Est. revenue | Distance |
|---|---|---|
| Burkholder Wealth Management this business | $1.1M | — |
| NICK SMITH INSURANCE AGENCY, INC Tulsa · 1 employees | $246K | 0.0 mi |
| FIRSTNATION HEALTHCARE LLC Tulsa · 4 employees | $1.1M | 0.0 mi |
| BURK HOLDINGS LLC Tulsa · 3 employees | $1.0M | 0.0 mi |
| TAYLOR BASDEN & ASSOCIATES, LLC Tulsa · 3 employees | $1.4M | 0.0 mi |
| Lear 45 Services Llc.401k Plan Tulsa | $1.1M | 0.0 mi |
| Maxwell & Morse Capital Management, Inc. Tulsa | $1.1M | 0.0 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 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
About Burkholder Wealth Management
Burkholder Wealth Management is a finance and insurance company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 2 employees. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Burkholder Wealth Management?
- The owner of Burkholder 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 Burkholder Wealth Management make?
- SeeBITDA estimates Burkholder 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 Burkholder 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 Burkholder Wealth Management have?
- About 2, from its 2025 retirement-plan filing.