Wealth Management Solutions LLC
How we got $595K
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
▲ 36% 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 MANAGEMENT SOLUTIONS LLC this business | $575K | — |
| ALLEN PROCTOR INVESTMENTS INC Claremore · 2 employees | $1.5M | 4.8 mi |
| GRQ INVESTMENTS LLC Owasso · 2 employees | $1.5M | 11.2 mi |
| GRQ INVESTMERNTS, LLC Owasso · 2 employees | $1.5M | 11.2 mi |
| S.R. BROWN, LLC Collinsville · 4 employees | $1.2M | 16.4 mi |
| WESTERMAN FINANCIAL SERVICES, LLC Owasso · 3 employees | $1.5M | 16.6 mi |
| ROBERT WEST Tulsa · 1 employees | $495K | 17.8 mi |
The full calculation
| Employees reported to the SBA | 1 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $556K |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $458K |
| Estimate: the two combined (geometric mean) | $575K |
| EBITDA margin (industry, adjusted for size) | 45% |
| EBITDA = revenue × margin | $259K |
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 | $595K |
| Multiple for this size and industry | 2.3× |
| Value range | $313K – $815K |
| Revenue range | $378K – $656K |
| EBITDA range | $170K – $295K |
| Industry (NAICS) | Other financial investment activities (523920) |
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
- BankingWelch State Bank of Welch, Okla.PPP / 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 Roles are as stated there and may be out of date.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
| Welch State Bank of Welch, Okla. PPP 2020 | All 108 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/14/2020 | first | $13K | 1 |
2 locations
| 15885 E. 470 Rd. | Claremore | This listing |
| 401 S Dewey Ave Ste 318 | Bartlesville | View |
Revenue, profit and value are for the whole company.
About Wealth Management Solutions LLC
Wealth Management Solutions LLC is a financial advisors company in Claremore, Oklahoma. Its estimated annual revenue is about $575K, with roughly $259K of EBITDA. It has about 1 employees. Its estimated business value is $595K (likely range $313K–$815K). It has 2 locations.
Common questions
- Who owns Wealth Management Solutions LLC?
- The owner of Wealth Management Solutions 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 Management Solutions LLC make?
- SeeBITDA estimates Wealth Management Solutions LLC's annual revenue at about $575K (likely between $378K and $656K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Wealth Management Solutions LLC worth?
- About $595K, roughly 2.3× its estimated EBITDA of $259K, typical for a financial advisors company its size. Likely range: $313K–$815K.
- How many employees does Wealth Management Solutions LLC have?
- About 1, as reported on its PPP loan.