Ibex Wealth Advisors, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 168674
- Registered since
- January 2, 2014
- Website
- www.ibexwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.54%
- Individuals10.49%
- Corporations / Businesses2.9%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Ibex Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm is owned by an individual and serves both individual/family and institutional clients. Core service lines include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client-fee options combine asset-based fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state or capital-allocating adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- US Government Bonds5%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
James Varaklis
Managing Director, Chief Compliance OfficerCRD 2103913
Contacts
3 of 7
Andre Rapoport
Financial AdvisorCRD 7512871
Glenn Stephenson
Managing DirectorCRD 1412986
Denise Anderson
Wealth ManagerCRD 2181856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$149M in ETFs
94%
$140M
4%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| F/M US TREASURY 3 MONTH BILL FUND (TBIL) | Passive | Ultrashort Bond | $19.5M | 390,210 | 13.09% |
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 500 S Australian Ave
- Time zone
- ET (UTC-5)
- Office locations
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