Vorpahl Wing Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations and similar organizations, offering portfolios composed of equities, ETFs, mutual funds, bonds and certificates of deposit. The firm typically establishes accounts pursuant to a Client Investment Policy Statement and generally requires a $50,000 minimum to open an account.
The firm employs a fundamental, value‑oriented research process—screening for metrics such as low price‑to‑earnings, strong balance sheets and high returns on equity—and tailors allocations to client objectives and risk tolerance. Strategies include growth and conservative fixed‑income allocations, with a noted "Patriot Portfolio" that focuses on companies with military contracts or defense‑supplier exposure.
Vorpahl Wing maintains broker‑dealer and insurance affiliations that are atypical for similarly sized advisers: it operates as an insurance agency, has a registered representative relationship through Selkirk Investments, and effects transactions through clearing firms. The firm has disclosed FINRA enforcement matters—including an Admission, Waiver and Consent concerning supervisory and net capital/records deficiencies that resulted in monetary sanctions and remedial measures—and also reports serving less common client types such as banks, insurance companies, municipal entities and sovereign entities.
Client services
Expertise
Fee options
Between $500 and $3,000 annually for operational services only, negotiated and pro-rated for partial year.
$0 - $250,000: 2.0% annually (0.500% quarterly) $250,001 - $1,000,000: 1.5% annually (0.375% quarterly) $1,000,001+: 1.00% annually (0.25% quarterly)
Account minimum: $50,000
Main office
See office421 W. Riverside, Suite 1020
Spokane WA 99201
Advisors at this office
4
Offices (2)
Most active in
Idaho · Washington
Also doing business as
Vorpahl Wing Advisors, Inc. · Vorpahl Wing Securities · Vorpahl Wing Securities Inc. · Vorpahl Wing Securities, Inc. · Vorpahl Wing Wealth Advisors · Vorpahl Wing Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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