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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm reports SEC registration in 2025 and serves individual and family clients, focusing on portfolio management for individuals and small businesses. Its client-fee model is a percentage-of-AUM advisory fee. The adviser also conducts broker-dealer registered-rep activities and operates as an insurance broker alongside its advisory practice. The firm is not identified as an active ESG investor, is not a capital allocator, and is not flagged as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

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

FINTRX

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

    Tim Vorpahl

    CEO & PresidentCRD 1457312

Contacts

3 of 3
  • Colin Brooks

    Colin Brooks

    Investment RepresentativeCRD 2255807

  • Ronald Benzel

    Ronald Benzel

    Vice PresidentCRD 817768

  • Christine Corkrum

    Office ManagerCRD 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

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth