{"url":"https://nivawealth.com/firms/vorpahl-wing-advisors-47548","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/47548","regulatoryAum":124400000,"crd":"47548","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"817768","suffix":null,"lastName":"BENZEL","firstName":"RONALD","middleName":"GENE"},{"crd":"2255807","suffix":null,"lastName":"BROOKS","firstName":"COLIN","middleName":"LYNN"},{"crd":"2947145","suffix":null,"lastName":"Corkrum","firstName":"CHRISTINE","middleName":"CAROL"},{"crd":"8289388","suffix":null,"lastName":"Vorpahl","firstName":"Payton","middleName":"James"},{"crd":"1457312","suffix":null,"lastName":"VORPAHL","firstName":"TIM","middleName":"J."}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-05-20","regulatoryAum":107000000,"clients":550,"employees":4,"offices":1},{"filedOn":"2026-07-21","regulatoryAum":124400000,"clients":557,"employees":5,"offices":2}],"secFileNumber":"801-131969","legalName":"Vorpahl Wing Advisors, Inc.","displayName":"Vorpahl Wing Advisors","slug":"vorpahl-wing-advisors-47548","website":"https://vorpahlwing.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Washington corporation","fiscalYearEnd":"December","headquarters":{"street":"421 W. 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Vorpahl","title":"President","crd":"1457312"},{"name":"Tim J. Vorpahl","title":"CCO","crd":"1457312"}],"ownership":[{"label":"Tim J. Vorpahl","detail":"President, in the 75% or more ownership band and a control person, since April 1996. Also cco in the 75% or more ownership band and a control person, since December 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"421 W. Riverside, Suite 1020","city":"Spokane","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"509-747-1749","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"U.S. government/agency bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"21 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/47548/PDF/47548.pdf","brochureDate":"22 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042442","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Vorpahl Wing Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vorpahl Wing Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Vorpahl Wing Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Vorpahl Wing Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vorpahl Wing Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vorpahl Wing Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vorpahl Wing Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Vorpahl Wing Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}