Ibex Wealth Advisors, LLC
● SEC registered since 2014CRD 168674SEC# 801-78971West Palm Beach, FL
Reg. AUM
$1.28B
Employees
10
Accounts
892
Location
West Palm Beach, FL
Ibex Wealth Advisors, LLC assets under management
Ibex Wealth Advisors, LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 10 people.
Ibex Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Edward Stephenson Control | Managing Member | 25-50% | 2013 |
| James John Varaklis Control | Member/Chief Compliance Officer | 25-50% | 2013 |
| Philip Francis Rongo Control | Member | 25-50% | 2013 |
Frequently asked questions
How much does Ibex Wealth Advisors, LLC manage?
Ibex Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Ibex Wealth Advisors, LLC have?
Ibex Wealth Advisors, LLC reports 10 employees.
Where is Ibex Wealth Advisors, LLC located?
Ibex Wealth Advisors, LLC is based in West Palm Beach, FL and has been SEC-registered since 2014.
Does Ibex Wealth Advisors, LLC disclose fund performance?
Ibex Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 S. Australian Ave., Suite 600, West Palm Beach, FL 33401 |
| Phone | 908-849-4800 |
| Fax | 908-849-4803 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1686242 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $1.28B