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, SEC-registered registered investment adviser that has been operating since 2014 and is organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional accounts, focusing its advisory practice on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Their pricing model is multi‑tiered: they charge asset-based fees alongside hourly and fixed-fee engagements for planning and non‑discretionary work. Ibex does not position itself as an ESG‑focused investor based on available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1JAMES VARAKLIS
Managing Director, Chief Compliance OfficerCRD 2103913
Contacts
3 of 7Andre 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 84Active vs passive
$153M in ETFs
79%
$121M
20%
$32.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $25.7M | 255,083 | 16.72% |
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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