Tao Private Wealth LLC
How we got $631K
Based on its 1 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 |
|---|---|---|
| TAO PRIVATE WEALTH LLC this business | $610K | — |
| 35TH AND PEORIA INVESTMENTS L.L.C. Tulsa · 14 employees | $12.7M | 0.1 mi |
| MEEHAN CAPITAL INVESTMENTS, LLC Tulsa · 1 employees | $844K | 0.2 mi |
| SCISSORTAIL WEALTH MANAGEMENT LLC Tulsa · 4 employees | $2.7M | 0.3 mi |
| PAMALAN INVESTMENTS LLC Tulsa · 6 employees | $4.8M | 0.3 mi |
| UNIGUS INVESTMENTS, LLC Tulsa · 1 employees | $874K | 0.4 mi |
| FINANCIAL SECURITY GROUP INC Tulsa · 1 employees | $386K | 0.7 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $412K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $694K |
| Estimate: the two combined (geometric mean) | $610K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $274K |
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 | $631K |
| Multiple for this size and industry | 2.3× |
| Value range | $332K – $864K |
| Revenue range | $401K – $695K |
| EBITDA range | $181K – $313K |
| Industry (NAICS) | Other financial investment activities (523930) |
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
- BankingBank of America, 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 Roles are as stated there and may be out of date.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
| Bank of America, National Association PPP 2020 | All 1,034 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 | $21K | 1 |
About Tao Private Wealth LLC
Tao Private Wealth LLC is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $610K, with roughly $274K of EBITDA. It has about 1 employees. Its estimated business value is $631K (likely range $332K–$864K).
Common questions
- Who owns Tao Private Wealth LLC?
- The owner of Tao Private Wealth 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 Tao Private Wealth LLC make?
- SeeBITDA estimates Tao Private Wealth LLC's annual revenue at about $610K (likely between $401K and $695K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Tao Private Wealth LLC worth?
- About $631K, roughly 2.3× its estimated EBITDA of $274K, typical for a financial advisors company its size. Likely range: $332K–$864K.
- How many employees does Tao Private Wealth LLC have?
- About 1, as reported on its PPP loan.