Woodland Wealth Management Inc
How we got $3.7M
Based on 4 employees reported for PPP in 2020, grown at the industry's Oklahoma rate since.
What we know
Estimated value over time
▲ 25% 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
▼ 25% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 4 | $2.2M |
| 2021 | Form 5500 | 2 | $1.1M |
| 2022 | Form 5500 | 3 | $1.6M |
| 2023 | Form 5500 | 2 | $1.1M |
| 2024 | Form 5500 | 3 | $1.6M |
| 2025 | Form 5500 | 3 | $1.6M |
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 |
|---|---|---|
| WOODLAND WEALTH MANAGEMENT INC this business | $3.1M | — |
| CBM INVESTMENTS LLC Tulsa · 1 employees | $775K | 0.9 mi |
| SEELAN WEALTH STRATEGIES, LLC Tulsa · 3 employees | $2.3M | 1.0 mi |
| SEASONS FINANCIAL GROUP LLC Tulsa · 4 employees | $2.0M | 1.1 mi |
| TYLER GRAY Tulsa · 2 employees | $567K | 1.1 mi |
| SJM INVESTMENT LLC Tulsa · 2 employees | $929K | 1.1 mi |
| JENNEY ENTERPRISES, INC Tulsa · 2 employees | $2.0M | 1.2 mi |
The full calculation
| Employees reported to the SBA | 4 |
| Industry revenue per employee | $540K |
| Revenue = employees × revenue per employee | $3.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $1.1M |
| Cross-check: revenue implied by PPP payroll | $713K |
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 | $3.7M |
| Multiple for this size and industry | 3.4× |
| Value range | $1.8M – $5.3M |
| Revenue range | $1.8M – $3.7M |
| EBITDA range | $650K – $1.3M |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
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. 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
- 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, PPP 2021 | All 851 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $22K | 3 |
| 1/20/2021 | second | $20K | 4 |
About Woodland Wealth Management Inc
Woodland Wealth Management Inc is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $3.1M, with roughly $1.1M of EBITDA. It has about 3 employees. Its estimated business value is $3.7M (likely range $1.8M–$5.3M).
Common questions
- Who owns Woodland Wealth Management Inc?
- The owner of Woodland Wealth Management Inc 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 Woodland Wealth Management Inc make?
- SeeBITDA estimates Woodland Wealth Management Inc's annual revenue at about $3.1M (likely between $1.8M and $3.7M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Woodland Wealth Management Inc worth?
- About $3.7M, roughly 3.4× its estimated EBITDA of $1.1M, typical for a financial advisors company its size. Likely range: $1.8M–$5.3M.
- How many employees does Woodland Wealth Management Inc have?
- About 3, from its 2025 retirement-plan filing.