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IBEX WEALTH ADVISORS, LLC
CRD 168674 · SEC 801-78971
500 S. AUSTRALIAN AVE., SUITE 600, WEST PALM BEACH, FL, 33401, United States
Phone
908-849-4800
Fax
908-849-4803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.28B
Team
10 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 469 | $134.7M |
| High net worth individuals | 400 | $1.11B |
| Pension/profit sharing plans | 2 | $902K |
| Corporations/business entities | 21 | $37.3M |
States served
CA, CO, DE, GA, IL, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/ANDRERAPOPORT2001
- https://www.youtube.com/@jvaraklis
- HTTPS://WWW.PHILIPRONGO.COM
- HTTPS://WWW.IBEXWEALTH.COM/
- HTTPS://WWW.LINKEDIN.COM/IN/GLENN-STEPHENSON-CFP%C2%AE-54A35814
- HTTPS://WWW.LINKEDIN.COM/IN/DENISE PAIGE-ANDERSON
- HTTPS://WWW.LINKEDIN.COM/IN/MGAERTNER
- HTTPS://WWW.LINKEDIN.COM/IN/JAMES-VARAKLIS-5185156
- HTTPS://WWW.LINKEDIN.COM/IN/PHIL-RONGO-WEALTH-MANAGEMENT/
Official SEC filing: View on IAPD