SeeBITDAOklahoma

Wright Wealth Management

Estimated valueMedium confidence
$209K
$110Klikely range$286K
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$181K
a year
Profit (EBITDA)
$70K
38% of revenue
Employees
1
reported in 2021
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $209K

Based on its 1 employees and its payroll, both reported for PPP in 2021 and brought up to date.

1 employees × $208K each$208K
PPP payroll ÷ payroll's usual share of revenue$121K
Shown toward the top of its range×1.14
Revenue$181K
× 38% profit margin$70K
× 3 sale multiple = value$209K

· Own this business? Correct these figures

Estimated value over time

▲ 25% since 2021
$0$120K$240K20212026

Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.

What we know

PPP loan, 2021
No 401(k) filing
No reported financials
No website found
Owner not found

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
WRIGHT WEALTH MANAGEMENT
this business
$181K$70K—
A.T. CHAPMAN INSURNACE & FINANCIAL SERVICES LLC
Tulsa · 1 employees
$302K$116K0.3 mi
KELLER INSURANCE AGENCY, INC
Bixby · 1 employees
$408K$157K0.6 mi
LAR RETIREMENT SERVICES, INC.
Tulsa · 1 employees
$211K$81K0.6 mi
SCOGGINS INSURANCE LLC
Tulsa · 3 employees
$623K$240K0.7 mi
MIKE THOMPSON INSURANCE AND FINANCIAL SERVICES LLC
Tulsa · 4 employees
$1.1M$353K0.7 mi
STEPHEN MULDER
Tulsa · 1 employees
$362K$139K0.7 mi

The full calculation

Employees reported to the SBA1
Revenue from headcount (employees × revenue per employee for companies this size)$208K
Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size)$121K
Estimate: the two combined (geometric mean)$181K
EBITDA margin (industry, adjusted for size)38%
EBITDA = revenue × margin$70K

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$209K
Multiple for this size and industry3×
Value range$110K – $286K
Revenue range$119K – $206K
EBITDA range$46K – $79K
Industry (NAICS)Insurance Agencies and Brokerages (524210)

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

  • BankingSecurity 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

Security Bank
PPP 2021
All 617 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
2/8/2021second$4K$4K1Security Bank

About Wright Wealth Management

Wright Wealth Management is an insurance agencies company in Bixby, Oklahoma. Its estimated annual revenue is about $181K, with roughly $70K of EBITDA. It has about 1 employees. Its estimated business value is $209K (likely range $110K–$286K).

Common questions

Who owns Wright Wealth Management?
The owner of Wright Wealth Management 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 Wright Wealth Management make?
SeeBITDA estimates Wright Wealth Management's annual revenue at about $181K (likely between $119K and $206K), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Wright Wealth Management worth?
About $209K, roughly 3× its estimated EBITDA of $70K, typical for a insurance agencies company its size. Likely range: $110K–$286K.
How many employees does Wright Wealth Management have?
About 1, as reported on its PPP loan.