DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••••• W••• A•••••••• I•••
Latest filing Jul 21, 2026
First filing on the tape Feb 18, 2025 · 7 filings
SEC status approved since Feb 18, 2025
RAUM
$124M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$124M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$24.9M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$124M as of Jul 21, 2026
Feb 18, 2025$107M then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Jul 21, 2026
Feb 18, 20254 then
Employees (5.A)5 as of Jul 21, 2026
Feb 18, 20254 then
Private funds: no history
RAUM +16% over the last fiscal yearIARs 4 to 4offices 0 to 1
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $24.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 111derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $223,339derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$124M100%
- Individual clients
- 557reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 557reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••••• G••• B••••• | Spokane, Wa | Oct 19, 2017 | 37 y | 3 |
| C•••• L••• B••••• | Spokane, Wa | Apr 18, 2019 | 34 y | 7 |
| C•••••••• C•••• C•••••• | Spokane, Wa | Feb 6, 2023 | 30 y | 0 |
| T•• J• V•••••• | Nordman, Id | May 20, 2025 | 40 y | 2 |
| P••••• J•••• V•••••• | Spokane, Wa | Sep 4, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- T•• J• V•••••• to V•••••• W••• S•••••••••Feb 26, 2025 · Other
- D••••• C••••••• R••••••• to L•• F•••••••• L••Dec 2, 2019 · RIA to affiliated broker-dealer or bank
- J•• A••••• S••••• to V•••••• W••• S•••••••••Dec 2, 2019 · Other
- T••••• R••• M•••••••• to L•• F•••••••• L••Aug 15, 2016 · Other
Joined, latest
- T•• J• V•••••• from V•••••• W••• S•••••••••May 20, 2025 · Other
- C•••• L••• B••••• from R••••• W• B•••• • C•• I•••••••••Apr 18, 2019 · RIA to RIA
- R••••• G••• B••••• from R••••• W• B•••• • C•• I•••••••••Oct 19, 2017 · Other
- D••••• C••••••• R••••••• from I•• A•••• M••••••••• I••Nov 6, 2013 · Other
- J•• A••••• S••••• from C•••••••• G••••• M•••••• I•••Aug 14, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- V••••••• T•• J• · Ccocontrolsince 12/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Spokane, Wa · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 0 to 1May 12, 2026 to Jul 21, 2026
- Business name · V•••••• W••• S••••••••• I••• to V•••••• W••• A•••••••• I•••Apr 22, 2026 to May 12, 2026
- Legal name · V•••••• W••• S••••••••• I••• to V•••••• W••• A•••••••• I•••Apr 22, 2026 to May 12, 2026
- Accounts · 520 to 557May 20, 2025 to Feb 24, 2026
- Individual clients · 550 to 557May 20, 2025 to Feb 24, 2026
- Employees · 4 to 5May 20, 2025 to Feb 24, 2026
- Discretionary RAUM · $107M to $124MMay 20, 2025 to Feb 24, 2026
- Individual RAUM · $107M to $124MMay 20, 2025 to Feb 24, 2026
- RAUM · $107M to $124MMay 20, 2025 to Feb 24, 2026
- Related broker-dealer · true to falseMay 20, 2025 to Feb 24, 2026
- Financial planning clients · 0 to 0Feb 18, 2025 to May 20, 2025
Signals
1 dated events
- T•• J• V•••••• left V•••••• W••• A•••••••• I••• for V•••••• W••• S••••••••• (registered 2011-09-27)Feb 26, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- chriscl@vorpahlwing.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- ron@vorpahlwing.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- sandy@vorpahlwing.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-782-4149reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 509-444-1750reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 509-747-1749reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 509-747-1749reportedpublic record, Form ADV, Jul 21, 2026
- Contact form
- vorpahlwing.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- vorpahlwing.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $24.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026