{
  "crd_number": 47548,
  "slug": "vorpahl-wing-advisors-inc-spokane-wa-47548",
  "primary_business_name": "VORPAHL WING ADVISORS, INC.",
  "legal_name": "VORPAHL WING ADVISORS, INC.",
  "dbas": [
    "VORPAHL WING WEALTH ADVISORS"
  ],
  "city": "Spokane",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "44060",
  "metro": {
    "cbsa_code": "44060",
    "common_name": "Spokane",
    "msa_name": "Spokane-Spokane Valley, WA",
    "path": "/advisors/wa/spokane"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-18",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 124400000.0,
  "raum_discretionary": 124400000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0,
      "description": "INDIVIDUAL",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 124400000.0,
      "count": 557
    },
    "banking_thrift": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "ID",
    "WA"
  ],
  "websites": [
    "https://vorpahlwing.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/47548",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "SPOKANE",
  "url": "https://advisorcensus.com/firm/vorpahl-wing-advisors-inc-spokane-wa-47548",
  "display_name": "Vorpahl Wing Advisors, Inc.",
  "summary": "Vorpahl Wing Advisors, Inc. is an SEC-registered investment advisory firm in Spokane, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Vorpahl Wing Advisors, Inc. (CRD 47548): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Vorpahl Wing Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vorpahl Wing Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Vorpahl Wing Advisors, Inc. located?",
      "a": "Vorpahl Wing Advisors, Inc.'s principal office is in Spokane, WA, according to its Form ADV."
    },
    {
      "q": "Is Vorpahl Wing Advisors, Inc. registered with the SEC or a state?",
      "a": "Vorpahl Wing Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 47548."
    },
    {
      "q": "How much does Vorpahl Wing Advisors, Inc. manage?",
      "a": "Vorpahl Wing Advisors, Inc. reports $124,400,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vorpahl Wing Advisors, Inc.'s assets and staff changed since 2025?",
      "a": "In the Form ADV data for Vorpahl Wing Advisors, Inc.: Regulatory assets under management: $107,000,000 in the October 2025 data and $124,400,000 in the October 2026 data, up 16%. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vorpahl Wing Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (557)."
    },
    {
      "q": "Does Vorpahl Wing Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/47548"
    },
    {
      "q": "Does Vorpahl Wing Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 says: \"It is the general policy of Vorpahl Wing to require minimum assets of $50,000 in order to establish an account. In certain circumstances, exceptions may be granted.\""
    },
    {
      "q": "What changed in Vorpahl Wing Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Changed its legal name from Vorpahl Wing Securities, Inc. to Vorpahl Wing Advisors, Inc.."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 107000000.0,
      "total_employees": 4,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 124400000.0,
      "total_employees": 5,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its legal name from Vorpahl Wing Securities, Inc. to Vorpahl Wing Advisors, Inc.."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Vorpahl Wing Wealth Advisors."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $107,000,000 to $124,400,000 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "It is the general policy of Vorpahl Wing to require minimum assets of $50,000 in order to establish an account. In certain circumstances, exceptions may be granted."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "It is the general policy of Vorpahl Wing to require minimum assets of $50,000 in order to establish an account. In certain circumstances, exceptions may be granted."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vorpahl-wing-advisors-inc-spokane-wa-47548.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 557,
      "fewer_than_5": false,
      "raum": 124400000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/47548",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}