Strategic Wealth Concepts LLC
How we got $1.5M
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 4% 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 |
|---|---|---|
| STRATEGIC WEALTH CONCEPTS LLC this business | $1.4M | — |
| DJM FINANCIAL, LLC Edmond · 1 employees | $1.2M | 1.9 mi |
| PACE JAMISON INVESTMENTS, LLC Edmond · 1 employees | $507K | 1.9 mi |
| RPM FINANCIAL, LLC Edmond · 1 employees | $498K | 1.9 mi |
| FERRELL WEALTH MANAGEMENT INC Edmond · 3 employees | $1.3M | 2.0 mi |
| BARNES BROKERAGE CO INC Edmond · 1 employees | $1.1M | 2.0 mi |
| COHLMIA INVESTMENTS LLC Edmond · 2 employees | $2.5M | 2.2 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.7M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $891K |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $549K |
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 | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $808K – $2.1M |
| Revenue range | $921K – $1.6M |
| EBITDA range | $361K – $626K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
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
Advisors
- BankingKirkpatrick 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 Roles are as stated there and may be out of date.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
| Kirkpatrick Bank PPP 2020 | All 258 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/15/2020 | first | $32K | 4 |
About Strategic Wealth Concepts LLC
Strategic Wealth Concepts LLC is a financial advisors company in Edmond, Oklahoma. Its estimated annual revenue is about $1.4M, with roughly $549K of EBITDA. It has about 4 employees. Its estimated business value is $1.5M (likely range $808K–$2.1M).
Common questions
- Who owns Strategic Wealth Concepts LLC?
- The owner of Strategic Wealth Concepts 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 Strategic Wealth Concepts LLC make?
- SeeBITDA estimates Strategic Wealth Concepts LLC's annual revenue at about $1.4M (likely between $921K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Strategic Wealth Concepts LLC worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $549K, typical for a financial advisors company its size. Likely range: $808K–$2.1M.
- How many employees does Strategic Wealth Concepts LLC have?
- About 4, as reported on its PPP loan.