SeeBITDAOklahoma

Prime Wealth Management

Finance and insurance
  • 2431 E 61st St #400, Tulsa, OK
  • Since 2017
  • NAICS 52
Estimated valueLow confidence
$1.3M
$435Klikely range$2.1M
About 3× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$1.1M
a year
EBITDA
$435K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.3M

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

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% EBITDA margin$435K
× 3 sale multiple = value$1.3M

Own this business? Correct these figures

What we know

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

Compared with similar businesses nearby

BusinessEst. revenueEst. EBITDADistance
Prime Wealth Management
this business
$1.1M$435K—
EverPar Advisors
Tulsa
$1.1M$435K0.0 mi
Benveo
Tulsa
$1.1M$214K0.0 mi
Olistico Wealth
Tulsa
$1.8M$813K0.0 mi
Veitch Legacy Advisors - Raymond James
Tulsa
$1.1M$435K0.0 mi
Maplemark Bank
Tulsa
$68.0M$6.2M0.0 mi
Covenant Wealth Advisors
Tulsa
$1.1M$435K0.0 mi

Ranges & sources

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$441K – $1.4M
EBITDA range$181K – $585K
Industry (NAICS)Finance and insurance (52)
Value range$435K – $2.1M

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 Prime Wealth Management

Prime Wealth Management is a finance and insurance company in Tulsa, Oklahoma, in business since 2017. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).

Common questions

Who owns Prime Wealth Management?
The owner of Prime 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 Prime Wealth Management make?
SeeBITDA estimates Prime Wealth Management's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Prime Wealth Management worth?
About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
When was Prime Wealth Management founded?
Prime Wealth Management has been in business since 2017.