Ibex Wealth Advisors, LLC

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$1.4M
Accounts
892
Employees
10
Advisory reps
8

Firm details

Headquarters
West Palm Beach, Florida
CRD number
168674
Registered since
January 2, 2014
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

FINTRX

Overview

Ibex Wealth Advisors, LLC is an independent, privately owned registered investment adviser that has been SEC-registered since 2014. The firm serves high-net-worth individuals, families and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model mixes asset-based charges with hourly and fixed-fee engagements. Ibex does not identify as an active ESG investor and does not operate as a capital allocator; it relies on external managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 25%, US Government Bonds 5%, State & Local Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds25%
  • US Government Bonds5%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$150M in ETFs

Passive

88%

$132M

Active

10%

$18.2M

ETFProviderStyleCategoryValueShares% of portfolio
F/M US TREASURY 3 MONTH BILL FUND (TBIL)PassiveUltrashort Bond$19.8M396,29913.14%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth