Scissortail Wealth Management LLC
How we got $2.7M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
What they do
Scissortail Wealth Management is a Tulsa, OK wealth management firm that provides financial and investment planning services to individuals with personal and family goals, and to people responsible for the financial goals of organizations.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 36% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| SCISSORTAIL WEALTH MANAGEMENT LLC this business | $2.7M | — |
| MEEHAN CAPITAL INVESTMENTS, LLC Tulsa · 1 employees | $844K | 0.1 mi |
| 35TH AND PEORIA INVESTMENTS L.L.C. Tulsa · 14 employees | $12.7M | 0.2 mi |
| TAO PRIVATE WEALTH LLC Tulsa · 1 employees | $610K | 0.3 mi |
| PAMALAN INVESTMENTS LLC Tulsa · 6 employees | $4.8M | 0.5 mi |
| MILDREN ADVISORY, LLC Tulsa · 1 employees | $612K | 0.5 mi |
| UNIGUS INVESTMENTS, LLC Tulsa · 1 employees | $874K | 0.7 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $2.6M |
| Estimate: the two combined (geometric mean) | $2.7M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $966K |
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 | $2.7M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.4M – $3.7M |
| Revenue range | $1.8M – $3.1M |
| EBITDA range | $636K – $1.1M |
| Industry (NAICS) | Other financial investment activities (523920) |
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. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Leadership
- RLRichard L. Howard Jr.Founding Partner · Company website · source
- SNSummer N. CaudleDirector of Operations · Company website · source
- SAScott AllenWealth Management Advisor · Company website · source
- BTBrian TalkingtonWealth Management Advisor · Company website · source
- KCKevin CrissWealth Management Advisor · Company website · source
- LALisa AllemPrivate Wealth Concierge · Company website · source
- CBChristopher BogieWealth Management Advisor · Company website · source
- MBMichelle BondExecutive Assistant · Company website · source
- BKBrooks KollmannPrivate Wealth Concierge · Company website · source
- AFAlexander FelkinsExecutive Assistant · Company website · source
Advisors
- BankingRegent BankPPP / SBA lender
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.
Banking relationships
| Regent Bank PPP 2020 | All 726 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/28/2020 | first | $75K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Scissortail Wealth Management LLC
Scissortail Wealth Management LLC is a financial advisors company in Tulsa, Oklahoma, in business since 2013. It is owned by Todd Welsh (Founding Partner). Its estimated annual revenue is about $2.7M, with roughly $966K of EBITDA. It has about 4 employees. Its estimated business value is $2.7M (likely range $1.4M–$3.7M).
Common questions
- Who owns Scissortail Wealth Management LLC?
- Scissortail Wealth Management LLC is owned by Todd Welsh (Founding Partner), according to public sources such as the company's website or filings.
- How much revenue does Scissortail Wealth Management LLC make?
- SeeBITDA estimates Scissortail Wealth Management LLC's annual revenue at about $2.7M (likely between $1.8M and $3.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Scissortail Wealth Management LLC worth?
- About $2.7M, roughly 2.8× its estimated EBITDA of $966K, typical for a financial advisors company its size. Likely range: $1.4M–$3.7M.
- How many employees does Scissortail Wealth Management LLC have?
- About 4, as reported on its PPP loan.
- When was Scissortail Wealth Management LLC founded?
- Scissortail Wealth Management LLC has been in business since 2013.