SeeBITDAOklahoma

Edmond Wealth Management

Finance and insurance
  • 212 East 2nd Street, Edmond, OK
  • 2 locations
  • Since 2020
Estimated valueLow confidence
$3.0M
$1.0Mlikely range$4.9M
About 3.8× its yearly profit, typical for a company this size in its industry.
Revenue
$2.1M
a year
Profit (EBITDA)
$795K
37% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $3.0M

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

A typical finance and insurance business in Oklahoma$2.1M
Revenue$2.1M
× 37% profit margin$795K
× 3.8 sale multiple = value$3.0M

· Own this business? Correct these figures

What we know

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

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edmond Wealth Management
this business
$2.1M$795K—
Snow Insurance Agency, Farmers Insurance
Edmond
$1.1M$439K0.0 mi
Venue 102
Edmond
$1.1M$439K0.1 mi
InterBank
Edmond
$1.9M$863K0.1 mi
Car Title Loans Depot
Edmond
$1.1M$439K0.2 mi
Edward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS®
Edmond
$1.1M$439K0.2 mi
Individual Assurance Company
Edmond
$1.6M$529K0.2 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$3.0M
Multiple for this size and industry3.8×
Value range$1.0M – $4.9M

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 (37%). Treat these as a rough guide.

Revenue range$886K – $2.9M
EBITDA range$330K – $1.1M
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

2 locations

212 East 2nd StreetEdmondThis listing
212 E 2nd StEdmondView

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 Edmond Wealth Management

Edmond Wealth Management is a finance and insurance company in Edmond, Oklahoma, in business since 2020. Its estimated annual revenue is about $2.1M, with roughly $795K of EBITDA. Its estimated business value is $3.0M (likely range $1.0M–$4.9M). It has 2 locations.

Common questions

Who owns Edmond Wealth Management?
The owner of Edmond 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 Edmond Wealth Management make?
SeeBITDA estimates Edmond Wealth Management's annual revenue at about $2.1M (likely between $886K and $2.9M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Edmond Wealth Management worth?
About $3.0M, roughly 3.8× its estimated EBITDA of $795K, typical for a finance and insurance company its size. Likely range: $1.0M–$4.9M.
When was Edmond Wealth Management founded?
Edmond Wealth Management has been in business since 2020.