Wealth Management Strategies, LLC
How we got $1.0M
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
▲ 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 STRATEGIES, LLC this business | $1.1M | — |
| RHOADES OIL COMPANY Tulsa · 2 employees | $1.8M | 0.2 mi |
| FINANCIAL PLANNING RESOURCES INC Tulsa · 13 employees | $5.3M | 0.4 mi |
| FIDLER WEALTH MANAGEMENT, INC. Tulsa · 4 employees | $2.3M | 0.6 mi |
| GRF CAPITAL INVESTORS, INC Tulsa · 2 employees | $732K | 0.7 mi |
| 4S FINANCIAL, LLC Tulsa · 1 employees | $586K | 0.8 mi |
| INTEGRITY FINANCIAL SERVICES, LLC Tulsa · 4 employees | $2.0M | 1.0 mi |
The full calculation
| Employees reported to the SBA | 2 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.1M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $869K |
| Estimate: the two combined (geometric mean) | $1.1M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $439K |
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 industry | 2.3× |
| Value range | $532K – $1.4M |
| Revenue range | $737K – $1.3M |
| EBITDA range | $289K – $501K |
| 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
- BankingInternational Bank of CommercePPP / 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 Roles are as stated there and may be out of date.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
| International Bank of Commerce PPP 2020 | All 442 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 | $25K | 2 |
About Wealth Management Strategies, LLC
Wealth Management Strategies, LLC is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. It has about 2 employees. Its estimated business value is $1.0M (likely range $532K–$1.4M).
Common questions
- Who owns Wealth Management Strategies, LLC?
- The owner of Wealth Management Strategies, 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 Strategies, LLC make?
- SeeBITDA estimates Wealth Management Strategies, LLC's annual revenue at about $1.1M (likely between $737K and $1.3M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Wealth Management Strategies, LLC worth?
- About $1.0M, roughly 2.3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $532K–$1.4M.
- How many employees does Wealth Management Strategies, LLC have?
- About 2, as reported on its PPP loan.