Vorpahl Wing Advisors provides portfolio management for individuals and small businesses.
Vorpahl Wing Advisors reports 557 clients. They include 557 individuals. Of its assets, 100.0% ($124M across 557 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
| High-net-worth individuals | 0% | 0% |
| Banking or thrift institutions | 0% | 0% |
| Pension and profit-sharing plans | 0% | 0% |
| Charitable organizations | 0% | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 557 | $124M | 100.0% | $223K |
| High-net-worth individuals | Fewer than 5 | $0 | 0.0% | — |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 557 | $124M | 100% | — |
- Clients
- 557
- Regulatory AUM
- $124M
- AUM share
- 100.0%
- Avg. per client
- $223K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 557
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Vorpahl Wing Advisors charges 1.00%–2.00% a year for its Standard discretionary advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.00% |
| $250K–$1M | 1.50% |
| $1M and above | 1.00% |
Fee details and sources
Other fees
- Operational services, non-discretionary accounts
- Operational services only, in isolated non-discretionary accounts, for a negotiated annual flat fee of $500 to $3,000, pro-rated for a partial year.
Tim J. Vorpahl owns 75% or more of Vorpahl Wing Advisors. The leadership team of Vorpahl Wing Advisors includes President Tim J. Vorpahl. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Vorpahl Wing Advisors, Inc.
Tim J. Vorpahl
Control person · since April 1996
Vorpahl Wing Advisors’ regulatory assets grew from $107M (May 2025) to $124M (July 2026); clients were 557 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $124M | 557 | 5 | 2 |
| May 2025May 2025 | $107M | 550 | 4 | 1 |
Besides its headquarters, Vorpahl Wing Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Washington · 1 listed address
- 421 W. Riverside, Suite 1020, SpokaneHQ
Other business names
Vorpahl Wing Advisors has reported 1 other business name to the SEC.
- Vorpahl Wing Wealth Advisors
Contact and registration details
- Legal name
- Vorpahl Wing Advisors, Inc.
- Headquarters
- 421 W. Riverside, Suite 1020, Spokane, WA 99201
- Website
- vorpahlwing.com
- Phone
- 509-747-1749
- SEC file
- 801-131969
- Structure
- Washington corporation
- Fiscal year end
- December
Vorpahl Wing Advisors does not have custody of client assets.
At year end, Vorpahl Wing Advisors’ separately managed accounts were mostly in funds (80%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds80%
- Bonds5%
- Cash5%
How many clients does Vorpahl Wing Advisors have?
Vorpahl Wing Advisors has 557 clients and manages $124 million for them, as of July 2026. They include 557 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Vorpahl Wing Advisors offer?
Vorpahl Wing Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Vorpahl Wing Advisors charge?
Vorpahl Wing Advisors charges 1.00%–2.00% a year for its Standard discretionary advisory services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 22 April 2026
How many financial advisors does Vorpahl Wing Advisors have?
Vorpahl Wing Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vorpahl Wing Advisors invest in?
At the end of its last fiscal year, Vorpahl Wing Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vorpahl Wing Advisors?
Vorpahl Wing Advisors’ direct owner is Tim J. Vorpahl (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Vorpahl Wing Advisors get paid?
Vorpahl Wing Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vorpahl Wing Advisors?
Vorpahl Wing Advisors’ main office is at 421 W. Riverside, Suite 1020, Spokane, WA 99201. Its phone number is 509-747-1749. Its website is vorpahlwing.com.
