Heritage Wealth Management Company
How we got $1.3M
Based on 33 employees on its 2024 401(k) filing.
Estimated value over time
▲ 21% 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
▼ 3% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | Form 5500 | 34 | $13.7M |
| 2021 | Form 5500 | 15 | $6.0M |
| 2022 | Form 5500 | 34 | $13.7M |
| 2023 | Form 5500 | 33 | $13.3M |
| 2024 | Form 5500 | 33 | $13.3M |
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.
What we know
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| HERITAGE WEALTH MANAGEMENT COMPANY this business | $21.1M | — |
| TRIBUNE CAPITAL MANAGEMENT LLC Oklahoma City · 8 employees | $3.5M | 0.4 mi |
| BHB OKC LLC Oklahoma City · 2 employees | $960K | 0.4 mi |
| WHEELER HOME LLC Oklahoma City · 2 employees | $1.2M | 0.8 mi |
| NATIVE WAREHOUSING LLC SERIES 2008 Oklahoma City · 3 employees | $1.1M | 3.3 mi |
| DM WRIGHT HOLDING LLC Oklahoma City · 32 employees | $13.4M | 3.3 mi |
| CLINTON A. WINSLOW MD INC. Oklahoma City · 8 employees | $3.5M | 3.7 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date: prices are 10% higher than in the benchmark's year, both included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $660K – $1.9M |
| Employees in its retirement plan (2024 Form 5500) | 33 |
| Industry revenue per employee | $403K |
| Revenue = employees × revenue per employee | $21.1M |
| EBITDA margin (industry, adjusted for size) | 2% |
| EBITDA = revenue × margin | $421K |
Uses the newest headcount we have: participants in the company's retirement plan from its Form 5500 filing with the Department of Labor. Plans can leave out part-timers and new hires, so the range leans higher than the estimate.
| Revenue range | $13.8M – $25.8M |
| EBITDA range | $275K – $516K |
| Industry (NAICS) | Finance and insurance (525920) |
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. These are statistical estimates, not reported financials. Listing details come from the company's Form 5500 retirement-plan filing. Full methodology
About Heritage Wealth Management Company
Heritage Wealth Management Company is a finance and insurance company in Oklahoma City, Oklahoma. Its estimated annual revenue is about $21.1M, with roughly $421K of EBITDA. It has about 33 employees. Its estimated business value is $1.3M (likely range $660K–$1.9M).
Common questions
- Who owns Heritage Wealth Management Company?
- The owner of Heritage Wealth Management Company 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 Heritage Wealth Management Company make?
- SeeBITDA estimates Heritage Wealth Management Company's annual revenue at about $21.1M (likely between $13.8M and $25.8M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Heritage Wealth Management Company worth?
- About $1.3M, roughly 3× its estimated EBITDA of $421K, typical for a finance and insurance company its size. Likely range: $660K–$1.9M.
- How many employees does Heritage Wealth Management Company have?
- About 33, from its 2024 retirement-plan filing.