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| Keyboard |
| Vorpahl Wing Securities Inc
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|
|---|---|
| CRD # | 47548 |
| SEC # | 801-131969 |
| CIK # | |
| AUM | 124.4 M (2026-05-12) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 509-747-1749 |
| Address | 421 W Riverside Spokane, WA 99201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 124.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 124.4 |
| By Discretionary | ||
| Discretionary | 557 | 124.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 124.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.4 | |
| Total | 557 | 124.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cantlon Financial Planning LLC
✚
|
125.1 M | |
|
Strongtower Wealth Management PLC
✚
|
AR | 125.0 M |
|
Tidehaven Wealth LLC
✚
|
SC | 125.0 M |
|
Wolf Financial Advisors LLC
✚
|
IL | 124.9 M |
|
NGP Financial Planning LLC
✚
|
124.7 M | |
|
Haykin Michael
✚
|
124.5 M | |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 124.4 M |
|
Royal Palms Capital LLC
✚
|
124.2 M | |
|
True Coastal Capital LLC
✚
|
GA | 124.1 M |
|
Peace of Mind Financial Inc
✚
|
CO | 123.6 M |