SeeBITDAOklahoma

Wymer Brownlee Wealth Strategies

Finance and insurance
  • 126 S Main St, Fairview, OK
  • 6 locations
Estimated valueLow confidence
$12.0M
$4.0Mlikely range$19.5M
About 5.5× its yearly profit, typical for a company this size in its industry.
Revenue
$6.4M
a year
Profit (EBITDA)
$2.2M
34% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $12.0M

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

A typical finance and insurance business in Oklahoma$6.4M
Revenue$6.4M
× 34% profit margin$2.2M
× 5.5 sale multiple = value$12.0M

· Own this business? Correct these figures

What we know

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

What they do

Wymer Brownlee Wealth Strategies offers financial services and tax and accounting services, plus consulting, to individuals and businesses through local advisors in Oklahoma communities.

Products & services
Financial ServicesTax and AccountingConsultingGrants for Gratitude
Service area
Oklahoma CityEnidTulsaBartlesvilleFairviewPonca City
Certifications
FINRASIPC

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • Avantax · brand it sells or installs
  • Cetera Wealth Services LLC · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Wymer Brownlee Wealth Strategies
this business
$6.4M$2.2M—
Mary Lee Jones - State Farm Insurance Agent
Fairview
$806K$310K0.0 mi
Western Union
Fairview
$1.1M$439K0.0 mi
EITZEN AGENCY, INC
Fairview · 9 employees
$2.4M$703K0.1 mi
Major County Farm Bureau
Fairview
$806K$310K0.1 mi
Community National Bank
Fairview
$1.9M$863K0.1 mi
Karber Curtis & Associates CPA PC
Fairview
$1.1M$439K0.1 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$12.0M
Multiple for this size and industry5.5×
Value range$4.0M – $19.5M

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 (34%). Treat these as a rough guide.

Revenue range$2.7M – $8.7M
EBITDA range$903K – $3.0M
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

6 locations

126 S Main StFairviewThis listing
3615 Pioneer Dr Ste 2BartlesvilleView
16328 Muirfield PlEdmondView
110 N Independence StEnidView
13900 N Portland Ave Ste 210 Ste 210Oklahoma CityView
2100 S Utica Ave Ste 204TulsaView

Revenue, profit and value are for the whole company.

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Wymer Brownlee Wealth Strategies

Wymer Brownlee Wealth Strategies is a finance and insurance company in Fairview, Oklahoma. Its estimated annual revenue is about $6.4M, with roughly $2.2M of EBITDA. Its estimated business value is $12.0M (likely range $4.0M–$19.5M). It has 6 locations.

Common questions

Who owns Wymer Brownlee Wealth Strategies?
The owner of Wymer Brownlee Wealth Strategies 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 Wymer Brownlee Wealth Strategies make?
SeeBITDA estimates Wymer Brownlee Wealth Strategies's annual revenue at about $6.4M (likely between $2.7M and $8.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Wymer Brownlee Wealth Strategies worth?
About $12.0M, roughly 5.5× its estimated EBITDA of $2.2M, typical for a finance and insurance company its size. Likely range: $4.0M–$19.5M.