SourcingSourcing

VORPAHL WING SECURITIES, INC.

B64
CRD 47548·SEC 801-131969·SPOKANE, WA
AUM
$124.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$373K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VORPAHL WING SECURITIES, INC.
CRD
47548
SEC file #
801-131969
EIN
—
DBA names
—

Economics

AUM
$124.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.0M → $124.4M▲ +16%
Client mix
Individuals Other557

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
vorpahlwing.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VORPAHL, TIM J.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
VORPAHL, TIM J.
VORPAHL, TIM JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VORPAHLWING.COM
Rdap Domain Creation Date
2008-06-04T00:36:51Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-04T00:36:51Z
Rdap Domain Last Changed
2025-06-04T15:02:38Z
Rdap Nameservers
Ns1.server279.comNs2.server279.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1457312
Trust Company Affiliate
No

People (4)

4
VORPAHL, TIM JAMES
IAR · Direct Owner · 87.5%
1457312
CHRISTINE CAROL Corkrum
IAR
2947145
RONALD GENE BENZEL
IAR
817768
COLIN LYNN BROOKS
IAR
2255807