Heritage Wealth Management Company
How we got $1.3M
Based on 33 employees on its 2024 401(k) filing.
What we know
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.
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 | $959K | 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.