VORPAHL WING ADVISORS, INC.

RIASEC RegisteredEst. 2025
Total AUM
$124M
Discretionary
$124M
100% of AUM
Avg account
$223K
Accounts
557
Employees
5
Advisory reps
4

Firm details

Headquarters
SPOKANE, Washington
CRD number
47548
Registered since
February 18, 2025
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vorpahl Wing Advisors, Inc. is a privately owned corporation that provides portfolio management services to individuals and small businesses. The firm’s client focus is individual and family households; its revenue model centers on a percentage-of-AUM advisory fee. The adviser is organized as a corporation but owned by an individual and is registered with the SEC in 2025. Alongside its advisory work, Vorpahl Wing operates in broker-dealer and insurance distribution capacities as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser to other registered entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities10%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • TIM VORPAHL

    CEO & PresidentCRD 1457312

Contacts

3 of 3
  • COLIN BROOKS

    Investment RepresentativeCRD 2255807

  • RONALD BENZEL

    Vice PresidentCRD 817768

  • CHRISTINE Corkrum

    Financial AdvisorCRD 2947145

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SPOKANE, WA

SPOKANE

Location

SPOKANE, WA

Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
SPOKANE
Address
421 W Riverside Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth