WeStreet Wealth Management
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 Some signs of a sale
- In business 83 years (since 1943)
From public records and the company's website, not a statement that it's for sale.
What they do
WeStreet Wealth Management offers wealth management services through LPL Financial, with a team of LPL financial advisors working with clients on financial planning, retirement, college savings, estate planning and business investing. It is part of WeStreet Credit Union in Tulsa, OK.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- LPL Financial · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| WeStreet Wealth Management this business | $1.1M | — |
| Nate Holloway, NMLS #1047139, CVLS - Mortgage Lending Professional Tulsa | $1.9M | 0.0 mi |
| 3VG INVESTMENTS LLC Tulsa · 6 employees | $2.6M | 0.5 mi |
| INTtaxes Tulsa | $1.1M | 0.5 mi |
| BROADMOOR HEALTH CARE, LLC Tulsa · 14 employees | $17.3M | 0.5 mi |
| Toro Taxes Tulsa Tulsa | $1.1M | 0.7 mi |
| Advance loan Tulsa | $1.1M | 0.7 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
People & advisors
“Our story began on August 6, 1943, when six federal employees combined their savings in a cigar box.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About WeStreet Wealth Management
WeStreet Wealth Management is a finance and insurance company in Tulsa, Oklahoma, in business since 1943. 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 WeStreet Wealth Management?
- The owner of WeStreet 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 WeStreet Wealth Management make?
- SeeBITDA estimates WeStreet 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 WeStreet 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.
- When was WeStreet Wealth Management founded?
- WeStreet Wealth Management has been in business since 1943.