Tulsa Wealth Advisors, Inc.
How we got $10.3M
Based on 23 employees on its 2024 401(k) filing.
Estimated value over time
▲ 36% 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
▲ 10% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | Form 5500 | 21 | $7.0M |
| 2021 | Form 5500 | 22 | $7.3M |
| 2022 | Form 5500 | 21 | $7.0M |
| 2023 | Form 5500 | 22 | $7.3M |
| 2024 | Form 5500 | 23 | $7.7M |
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 |
|---|---|---|
| TULSA WEALTH ADVISORS, INC. this business | $8.8M | — |
| 4S FINANCIAL, LLC Tulsa · 1 employees | $815K | 0.4 mi |
| FIDLER WEALTH MANAGEMENT, INC. Tulsa · 4 employees | $3.3M | 0.6 mi |
| FINANCIAL PLANNING RESOURCES INC Tulsa · 13 employees | $7.1M | 0.7 mi |
| RHOADES OIL COMPANY Tulsa · 2 employees | $1.3M | 0.9 mi |
| Raymond James Financial Services Tulsa | $1.1M | 0.9 mi |
| DELTA LLC Tulsa · 7 employees | $5.7M | 0.9 mi |
Ranges & sources
| Revenue range | $6.6M – $11.5M |
| EBITDA range | $1.9M – $3.3M |
| Industry (NAICS) | Other financial investment activities (523900) |
| Value range | $6.2M – $16.1M |
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 Tulsa Wealth Advisors, Inc.
Tulsa Wealth Advisors, Inc. is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $8.8M, with roughly $2.5M of EBITDA. It has about 23 employees. Its estimated business value is $10.3M (likely range $6.2M–$16.1M).
Common questions
- Who owns Tulsa Wealth Advisors, Inc.?
- The owner of Tulsa Wealth Advisors, 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 Tulsa Wealth Advisors, Inc. make?
- SeeBITDA estimates Tulsa Wealth Advisors, Inc.'s annual revenue at about $8.8M (likely between $6.6M and $11.5M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Tulsa Wealth Advisors, Inc. worth?
- About $10.3M, roughly 4.1× its estimated EBITDA of $2.5M, typical for a financial advisors company its size. Likely range: $6.2M–$16.1M.
- How many employees does Tulsa Wealth Advisors, Inc. have?
- About 23, from its 2024 retirement-plan filing.