Windle Wealth, LLC
How we got $102K
Based on its 4 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
What they do
Windle Wealth is a financial planning firm in Oklahoma City that says it works with individuals, families, physicians, executives and businesses to simplify their financial situations, and it states it is a fiduciary.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Altruist · brand it sells or installs
- TD Ameritrade · brand it sells or installs
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- Mercy Hospital Oklahoma City, Inc. · Ada, 79 mi · $948.2M
- Integris South Oklahoma City Hospital Corporation · Oklahoma City, 6 mi · $358.5M
- MCBRIDE CLINIC, INC. · Oklahoma City, 6 mi · $288.2M
- Integris Health · Oklahoma City, 3 mi · $170.6M
- XPRESS WELLNESS URGENT CARE, LLC · Oklahoma City, 11 mi · $169.8M
Estimated value over time
▲ 28% 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.
Employees over time
▲ 75% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $1.6M |
| 2020 | Form 5500 | 4 | $1.6M |
| 2021 | Form 5500 | 6 | $2.4M |
| 2022 | Form 5500 | 6 | $2.4M |
| 2023 | Form 5500 | 5 | $2.0M |
| 2024 | Form 5500 | 7 | $2.8M |
| 2025 | Form 5500 | 7 | $2.8M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| WINDLE WEALTH, LLC this business | $1.8M | — |
| DUBBELL AND ASSOCIATES, INC. Oklahoma City · 2 employees | $1.0M | 0.1 mi |
| WESTLAKE TAG AGENCY LLC Oklahoma City · 7 employees | $4.0M | 0.7 mi |
| JDS CAPITAL LLC Edmond · 1 employees | $768K | 4.2 mi |
| PAUL E. KLOBERDANZ FAMILY TRUST Nichols Hills · 1 employees | $799K | 5.5 mi |
| CAC FINANCIAL CORP. Oklahoma City · 31 employees | $15.8M | 6.4 mi |
| ABG TAG AND TRAQ INC. Oklahoma City · 14 employees | $11.3M | 6.5 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.1M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.3M |
| Estimate: the two combined (geometric mean) | $1.8M |
| EBITDA margin (industry, adjusted for size) | 2% |
| EBITDA = revenue × margin | $41K |
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 | $102K |
| Multiple for this size and industry | 2.5× |
| Value range | $54K – $139K |
| Revenue range | $1.2M – $2.1M |
| EBITDA range | $27K – $46K |
| Industry (NAICS) | Finance and insurance (525990) |
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
Leadership
- DWDJ WindleThe Captain, CFP · Company website · source
- SBShea BrownFirst Mate · Company website · source
- SWSara WhiteOperations Wizard · Company website · source
- JBJimmy BelobraydicTax Guy, CPA · Company website · source
- JIJanet IrvinEscape Artist, CTA · Company website · source
- SJSteve JonesThe Fixer, FPQP · Company website · source
- JTJan TaylorChaos Coordinator, FPQP · Company website · source
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 | All 727 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $29K | 4 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Windle Wealth, LLC
Windle Wealth, LLC is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2014. Its estimated annual revenue is about $1.8M, with roughly $41K of EBITDA. It has about 7 employees. Its estimated business value is $102K (likely range $54K–$139K).
Common questions
- Who owns Windle Wealth, LLC?
- The owner of Windle Wealth, 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 Windle Wealth, LLC make?
- SeeBITDA estimates Windle Wealth, LLC's annual revenue at about $1.8M (likely between $1.2M and $2.1M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Windle Wealth, LLC worth?
- About $102K, roughly 2.5× its estimated EBITDA of $41K, typical for a finance and insurance company its size. Likely range: $54K–$139K.
- How many employees does Windle Wealth, LLC have?
- About 7, from its 2025 retirement-plan filing.
- When was Windle Wealth, LLC founded?
- Windle Wealth, LLC has been in business since 2014.