Wealth manager, independent · Spokane, WA
Vorpahl Wing Advisors, Inc.
SEC-registered investment adviser · CRD 47548 · SEC 801-131969
At a glance
Vorpahl Wing Advisors, Inc. is an SEC-registered investment adviser based in Spokane, Washington, with $124 million in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is individuals, and it reports 557 individual clients. By Form ADV it is a wealth manager, ranked 7,573rd of 8,915 wealth managers and 14,558th of 17,210 SEC-registered advisers by assets.
Main office 509-747-1749vorpahlwing.comAs filed on Form ADV
- Regulatory AUM
- $124M
- Rank among wealth managers
- #7,573 of 8,915
- Rank among all SEC RIAs
- #14,558 of 17,210
- Rank in Washington
- #237 of 271
- Individual clients
- 557
- High-net-worth clients
- 0
- Accounts
- 557
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Tim James VorpahlPresident,
- Tim James VorpahlCCO
Custody and brokerage
Custodian
Vorpahl Wing Advisors, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Vorpahl Wing Advisors, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Selkirk Investments as the broker-dealer its advisers are registered with.
Vorpahl Wing is also an insurance agency, and Tim Vorpahl is a registered representative with Selkirk Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 557 | $124M | 100% |
Disciplinary disclosures
Vorpahl Wing Advisors, Inc. answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗vorpahlwing.com ↗
AtlasMembers
The full record on Vorpahl Wing Advisors, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,876 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Vorpahl Wing Advisors, Inc. manage?
Vorpahl Wing Advisors, Inc. reports $124 million in regulatory assets under management across 557 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
What kind of firm is Vorpahl Wing Advisors, Inc.?
Vorpahl Wing Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Vorpahl Wing Advisors, Inc.’s clients?
By assets, its largest client types are individuals ($124 million, 557 clients).
Does Vorpahl Wing Advisors, Inc. have any disciplinary history?
Vorpahl Wing Advisors, Inc. answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Vorpahl Wing Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →