{"url":"https://nivawealth.com/firms/ibex-wealth-advisors-168674","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168674","regulatoryAum":1284279818,"crd":"168674","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2181856","suffix":null,"lastName":"ANDERSON","firstName":"DENISE","middleName":"PAIGE"},{"crd":"4799937","suffix":null,"lastName":"ANDREW","firstName":"CHERYL","middleName":"JOAN"},{"crd":"7512871","suffix":null,"lastName":"Rapoport","firstName":"Andre","middleName":null},{"crd":"7978961","suffix":null,"lastName":"Rongo","firstName":"Charles","middleName":"Anthony"},{"crd":"1802064","suffix":"JR","lastName":"RONGO","firstName":"PHILIP","middleName":"FRANCIS"},{"crd":"7655598","suffix":"III","lastName":"Rongo","firstName":"Philip","middleName":"Francis"},{"crd":"1412986","suffix":null,"lastName":"STEPHENSON","firstName":"GLENN","middleName":"EDWARD"},{"crd":"2103913","suffix":null,"lastName":"VARAKLIS","firstName":"JAMES","middleName":"JOHN"}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":516954887,"clients":548,"employees":8,"offices":2},{"filedOn":"2022-07-28","regulatoryAum":676979913,"clients":603,"employees":8,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":554768320,"clients":654,"employees":9,"offices":2},{"filedOn":"2024-04-23","regulatoryAum":709748535,"clients":708,"employees":9,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":963308925,"clients":1014,"employees":10,"offices":2},{"filedOn":"2026-09-14","regulatoryAum":1284279818,"clients":892,"employees":10,"offices":3}],"secFileNumber":"801-78971","legalName":"Ibex Wealth Advisors, LLC","displayName":"Ibex Wealth Advisors","slug":"ibex-wealth-advisors-168674","website":"https://ibexwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168674/ea95335bed82eaa0-r1.webp","tone":"dark","width":723,"height":200,"sourceUrl":"https://www.ibexwealth.com/","sourceLabel":"Ibex Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2012","organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"500 S. 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Australian Ave., Suite 600","city":"West Palm Beach","headquarters":true},{"street":"500 S. Australian Ave.","city":"West Palm Beach"}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"908-849-4800","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":25},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168674/PDF/168674.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032785","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ibex Wealth Advisors have?","answer":"Ibex Wealth Advisors has 892 clients and manages $1.28 billion for them, as of September 2026. They include 469 individual clients, 400 high-net-worth individuals, and 21 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ibex Wealth Advisors offer?","answer":"Ibex Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ibex Wealth Advisors charge?","answer":"Ibex Wealth Advisors charges up to 1.60% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ibex Wealth Advisors use?","answer":"Ibex Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $963M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ibex Wealth Advisors have?","answer":"Ibex Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ibex Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Ibex Wealth Advisors’ separately managed accounts held 65% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 2% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ibex Wealth Advisors?","answer":"Ibex Wealth Advisors’ direct owners are Glenn Stephenson, James Varaklis and Philip Rongo, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ibex Wealth Advisors get paid?","answer":"Ibex Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ibex Wealth Advisors registered with the SEC?","answer":"Yes, Ibex Wealth Advisors has been registered with the SEC as an investment adviser since 2 January 2014. Its CRD number is 168674 and its SEC file number is 801-78971.","source":"Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ibex Wealth Advisors?","answer":"Ibex Wealth Advisors’ main office is at 500 S. Australian Ave., Suite 600, West Palm Beach, FL 33401. Its phone number is 908-849-4800. Its website is ibexwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}