Stonebridge Wealth Management, LLC
How we got $405K
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 20% 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 |
|---|---|---|
| STONEBRIDGE WEALTH MANAGEMENT, LLC this business | $1.2M | — |
| TRACT RADIOLOGY, INC. Tulsa | $7.2M | 0.2 mi |
| CONNECT DME LLC Tulsa · 6 employees | $1.7M | 1.2 mi |
| BEVERLEY RCM LLC Tulsa · 5 employees | $1.9M | 1.9 mi |
| TESTA COMPANY PLLC Tulsa · 1 employees | $513K | 2.3 mi |
| CECIL KAYE ENTERPRISES LLC Tulsa · 1 employees | $484K | 2.3 mi |
| COLLINS INVESTMENT, INC. Tulsa | $1.5M | 2.6 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.2M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $975K |
| Estimate: the two combined (geometric mean) | $1.2M |
| EBITDA margin (industry, adjusted for size) | 13% |
| EBITDA = revenue × margin | $162K |
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 | $405K |
| Multiple for this size and industry | 2.5× |
| Value range | $213K – $554K |
| Revenue range | $821K – $1.4M |
| EBITDA range | $107K – $185K |
| Industry (NAICS) | Office Administrative Services (561110) |
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
History & advisors
Advisors
- BankingJPMorgan Chase Bank, National AssociationPPP / 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 Roles are as stated there and may be out of date.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
| JPMorgan Chase Bank, National Association PPP 2020 | All 993 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 5/1/2020 | first | $41K | 3 |
About Stonebridge Wealth Management, LLC
Stonebridge Wealth Management, LLC is an office administrative services company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.2M, with roughly $162K of EBITDA. It has about 3 employees. Its estimated business value is $405K (likely range $213K–$554K).
Common questions
- Who owns Stonebridge Wealth Management, LLC?
- The owner of Stonebridge Wealth Management, LLC 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 Stonebridge Wealth Management, LLC make?
- SeeBITDA estimates Stonebridge Wealth Management, LLC's annual revenue at about $1.2M (likely between $821K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Stonebridge Wealth Management, LLC worth?
- About $405K, roughly 2.5× its estimated EBITDA of $162K, typical for a office administrative services company its size. Likely range: $213K–$554K.
- How many employees does Stonebridge Wealth Management, LLC have?
- About 3, as reported on its PPP loan.