SeeBITDAOklahoma

Triton Wealth Advisors LLC

  • 14614 Hertz Quail Springs Pkwy, Oklahoma City, OK
  • Since 2024
  • NAICS 523930
Estimated valueMedium confidence
$1.0M
$552Klikely range$1.4M
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.2M
a year
Profit (EBITDA)
$456K
39% of revenue
Employees
3
reported in 2020
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.0M

Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.

3 employees × $412K each$1.2M
PPP payroll ÷ payroll's usual share of revenue$843K
Shown toward the top of its range×1.14
Revenue$1.2M
× 39% profit margin$456K
× 2.3 sale multiple = value$1.0M

· Own this business? Correct these figures

What we know

PPP loan, 2020
No 401(k) filing
No reported financials
Company website
Owner not found

Estimated value over time

▲ 4% since 2020
$0$603K$1.2M20202026

Today'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

BusinessEst. revenueEst. profitDistance
TRITON WEALTH ADVISORS LLC
this business
$1.2M$456K—
CAPSTONE TRITON FINANCIAL GROUP LLC
Oklahoma City
$2.4M$839K0.2 mi
ALIGN WEALTH MANAGEMENT, LLC
Oklahoma City · 5 employees
$3.2M$1.1M0.3 mi
CAPSTONE RETIREMENT SERVICES LLC
Oklahoma City · 1 employees
$516K$232K0.5 mi
CAPSTONE FINANCIAL GROUP INC
Oklahoma City · 5 employees
$1.6M$639K0.5 mi
CROWN CAPITAL PARTNERS
Oklahoma City · 32 employees
$38.3M$10.2M0.6 mi
ALLIANCE UNDERWRITING LLC
Edmond · 1 employees
$721K$282K0.7 mi

The full calculation

Employees reported to the SBA3
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)$843K
Estimate: the two combined (geometric mean)$1.2M
EBITDA margin (industry, adjusted for size)39%
EBITDA = revenue × margin$456K

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$1.0M
Multiple for this size and industry2.3×
Value range$552K – $1.4M
Revenue range$766K – $1.3M
EBITDA range$300K – $520K
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

History & advisors

Advisors

  • BankingMidFirst 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

MidFirst Bank
PPP 2020
All 2,403 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/28/2020first$25K$25K3MidFirst Bank

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Triton Wealth Advisors LLC

Triton Wealth Advisors LLC is a financial advisors company in Oklahoma City, Oklahoma, in business since 2024. Its estimated annual revenue is about $1.2M, with roughly $456K of EBITDA. It has about 3 employees. Its estimated business value is $1.0M (likely range $552K–$1.4M).

Common questions

Who owns Triton Wealth Advisors LLC?
The owner of Triton Wealth Advisors 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 Triton Wealth Advisors LLC make?
SeeBITDA estimates Triton Wealth Advisors LLC's annual revenue at about $1.2M (likely between $766K and $1.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Triton Wealth Advisors LLC worth?
About $1.0M, roughly 2.3× its estimated EBITDA of $456K, typical for a financial advisors company its size. Likely range: $552K–$1.4M.
How many employees does Triton Wealth Advisors LLC have?
About 3, as reported on its PPP loan.
When was Triton Wealth Advisors LLC founded?
Triton Wealth Advisors LLC has been in business since 2024.