Wealth Enhancement Group
- Skyler HulslanderSenior Vice President, Financial Advisor · Company website
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 29 years (since 1997)
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Wealth Enhancement Group offers comprehensive wealth management, financial planning, and advisory services through its Edmond, OK office to clients with $500,000 or more in investable assets, and also offers partnership programs for RIA firms and advisors.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Wealth Enhancement Group this business | $1.1M | — |
| Bronson Schubert - State Farm Insurance Agent Edmond | $1.6M | 0.0 mi |
| Jim R Steward Edmond | $1.1M | 0.0 mi |
| Fairway Mortgage Oklahoma Edmond | $1.1M | 0.0 mi |
| Universal Insurance Agency Edmond | $815K | 0.1 mi |
| Tom J Davies Edmond | $1.1M | 0.1 mi |
| BURNETT FINANCIAL GROUP INC Edmond · 3 employees | $1.9M | 0.1 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 | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $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 | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| 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 Wealth Enhancement Group
Wealth Enhancement Group is a finance and insurance company in Edmond, Oklahoma, in business since 1997. It is owned by Tyler Finch (Senior Vice President, Financial Advisor). 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 Wealth Enhancement Group?
- Wealth Enhancement Group is owned by Tyler Finch (Senior Vice President, Financial Advisor), according to public sources such as the company's website or filings.
- How much revenue does Wealth Enhancement Group make?
- SeeBITDA estimates Wealth Enhancement Group'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 Wealth Enhancement Group 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 Wealth Enhancement Group founded?
- Wealth Enhancement Group has been in business since 1997.