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 formed as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it is owned by an individual principal. Ibex presents itself as an equity-oriented manager and allocator, with stated advisory activities focused on customized planning and discretionary portfolio management rather than model-only product distribution. The firm does not identify as an active ESG investor in the available data.
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
Philip Rongo
Managing DirectorCRD 1802064
Denise Anderson
Wealth ManagerCRD 2181856
Glenn Stephenson
Managing DirectorCRD 1412986
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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