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Ibex Wealth Advisors, LLC

● SEC registered since 2014CRD 168674SEC# 801-78971Bedminster, NJ
Export (members)
Reg. AUM
$963.3M
Employees
10
Accounts
1,014
Location
Bedminster, NJ

Ibex Wealth Advisors, LLC assets under management

Ibex Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Bedminster, NJ. The firm has been registered since 2014. It reports $963.3 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/andrerapoport2001View on SEC.gov ↗

Ibex Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Glenn Edward Stephenson ControlManaging Member25-50%2013
James John Varaklis ControlMember/Chief Compliance Officer25-50%2013
Philip Francis Rongo ControlMember25-50%2013

Frequently asked questions

How much does Ibex Wealth Advisors, LLC manage?

Ibex Wealth Advisors, LLC reports $963.3 million in regulatory assets under management on its Form ADV.

How many employees does Ibex Wealth Advisors, LLC have?

Ibex Wealth Advisors, LLC reports 10 employees.

Where is Ibex Wealth Advisors, LLC located?

Ibex Wealth Advisors, LLC is based in Bedminster, NJ and has been SEC-registered since 2014.

Does Ibex Wealth Advisors, LLC disclose fund performance?

Ibex Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 US Highway 202 206, Suite 4, Bedminster, NJ 07921
Phone908-849-4800
Fax908-849-4803
Office hours8:30a.m. - 4:30p.m.
SEC regionMiami Regional Office (MIRO)
CIK1686242
Discloses disciplinary historyNo

Assets under management

Discretionary$963.3M
Non-discretionary$0
Total (RAUM)$963.3M