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 (since 2014) organized as an LLC and owned by an individual. The firm advises both individual and family clients as well as institutional clients, 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. Ibex operates as a non‑capital allocator: it does not run proprietary private funds and brings in outside managers where alternative exposure is needed. The firm does not position itself as an ESG‑active investor. Its stated preference is equity‑oriented portfolio construction, supplemented by third‑party strategies for non‑equity exposures.
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
Andre 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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