Tulsa Wealth Advisors - Raymond James
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 15 years (since 2011)
From public records and the company's website, not a statement that it's for sale.
What they do
Trinity Strategic Wealth is a wealth and investment management firm headquartered in Tulsa, Oklahoma, with an office in Enid, serving clients across 44 states. It serves future retirees, business owners, and corporate executives.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Tulsa Wealth Advisors - Raymond James this business | $1.1M | — |
| Trinity Strategic Wealth Tulsa | $1.1M | 0.0 mi |
| QUIKTRIP #0045 Tulsa | $1.1M | 0.1 mi |
| Western Union Tulsa | $1.1M | 0.1 mi |
| MoneyGram Tulsa | $1.1M | 0.2 mi |
| Bank7 Tulsa | $1.9M | 0.2 mi |
| Western Union Tulsa | $1.1M | 0.3 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 Tulsa Wealth Advisors - Raymond James
Tulsa Wealth Advisors - Raymond James is a finance and insurance company in Tulsa, Oklahoma, in business since 2011. 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 Tulsa Wealth Advisors - Raymond James?
- The owner of Tulsa Wealth Advisors - Raymond James 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 Tulsa Wealth Advisors - Raymond James make?
- SeeBITDA estimates Tulsa Wealth Advisors - Raymond James'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 Tulsa Wealth Advisors - Raymond James 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 Tulsa Wealth Advisors - Raymond James founded?
- Tulsa Wealth Advisors - Raymond James has been in business since 2011.