Wealth Advisors, LLC
How we got $934K
Based on its 2 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 |
|---|---|---|
| WEALTH ADVISORS, LLC this business | $1.0M | — |
| RULEY FINANCIAL GROUP, LLC Tulsa · 5 employees | $1.9M | 0.4 mi |
| INTEGRITY FINANCIAL SERVICES, LLC Tulsa · 4 employees | $2.0M | 0.7 mi |
| GRF CAPITAL INVESTORS, INC Tulsa · 2 employees | $732K | 1.0 mi |
| VIVE INVESTMENTS LLC Tulsa · 15 employees | $6.0M | 1.4 mi |
| FINANCIAL SECURITY GROUP INC Tulsa · 1 employees | $386K | 1.5 mi |
| 4S FINANCIAL, LLC Tulsa · 1 employees | $586K | 1.6 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $825K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.0M |
| Estimate: the two combined (geometric mean) | $1.0M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $406K |
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 | $934K |
| Multiple for this size and industry | 2.3× |
| Value range | $492K – $1.3M |
| Revenue range | $682K – $1.2M |
| EBITDA range | $267K – $463K |
| 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
- BankingMabrey 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 Roles are as stated there and may be out of date.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
| Mabrey Bank PPP 2020 | All 851 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/8/2020 | first | $30K | 2 |
About Wealth Advisors, LLC
Wealth Advisors, LLC is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.0M, with roughly $406K of EBITDA. It has about 2 employees. Its estimated business value is $934K (likely range $492K–$1.3M).
Common questions
- Who owns Wealth Advisors, LLC?
- The owner of 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 Wealth Advisors, LLC make?
- SeeBITDA estimates Wealth Advisors, LLC's annual revenue at about $1.0M (likely between $682K and $1.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Wealth Advisors, LLC worth?
- About $934K, roughly 2.3× its estimated EBITDA of $406K, typical for a financial advisors company its size. Likely range: $492K–$1.3M.
- How many employees does Wealth Advisors, LLC have?
- About 2, as reported on its PPP loan.