SeeBITDAOklahoma

Tungsten Wealth Management LLC

  • 13929 Technology Drive, Suite B, Oklahoma City, OK
  • 2 locations
  • NAICS 523930
Estimated valueMedium confidence
$631K
$332Klikely range$863K
About 2.3× its yearly profit, typical for a company this size in its industry.
Revenue
$610K
a year
Profit (EBITDA)
$274K
45% of revenue
Employees
1
reported in 2020
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $631K

Based on its 1 employees and its payroll, both reported for PPP in 2020 and brought up to date.

1 employees × $412K each$412K
PPP payroll ÷ payroll's usual share of revenue$693K
Shown toward the top of its range×1.14
Revenue$610K
× 45% profit margin$274K
× 2.3 sale multiple = value$631K

· Own this business? Correct these figures

What we know

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

Estimated value over time

▲ 4% since 2020
$0$363K$726K20202026

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
TUNGSTEN WEALTH MANAGEMENT LLC
this business
$610K$274K—
ALIGN WEALTH MANAGEMENT, LLC
Oklahoma City · 5 employees
$3.2M$1.1M0.6 mi
CAPSTONE TRITON FINANCIAL GROUP LLC
Oklahoma City
$2.4M$839K0.7 mi
CAPSTONE FINANCIAL GROUP INC
Oklahoma City · 5 employees
$1.6M$639K0.7 mi
CROWN CAPITAL PARTNERS
Oklahoma City · 32 employees
$38.4M$10.2M0.7 mi
CAPSTONE RETIREMENT SERVICES LLC
Oklahoma City · 1 employees
$516K$232K0.8 mi
Edward Jones
Oklahoma City
$1.1M$435K0.8 mi

The full calculation

Employees reported to the SBA1
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)$693K
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 industry2.3×
Value range$332K – $863K
Revenue range$401K – $695K
EBITDA range$180K – $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

History & advisors

Advisors

  • BankingLegacy 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

Legacy Bank
PPP 2020, PPP 2021
All 727 borrowers →

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

PPP loans

ApprovedDrawAmountForgivenJobsLender
7/17/2020first$21K$21K1Legacy Bank
2/6/2021second$21K$21K1Legacy Bank

2 locations

13929 Technology Drive, Suite BOklahoma CityThis listing
15816 N Pennsylvania AveEdmondView

Revenue, profit and value are for the whole company.

About Tungsten Wealth Management LLC

Tungsten Wealth Management LLC is a financial advisors company in Oklahoma City, 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–$863K). It has 2 locations.

Common questions

Who owns Tungsten Wealth Management LLC?
The owner of Tungsten 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 Tungsten Wealth Management LLC make?
SeeBITDA estimates Tungsten Wealth Management 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 Tungsten Wealth Management LLC worth?
About $631K, roughly 2.3× its estimated EBITDA of $274K, typical for a financial advisors company its size. Likely range: $332K–$863K.
How many employees does Tungsten Wealth Management LLC have?
About 1, as reported on its PPP loan.