IBEX WEALTH ADVISORS, LLC
Adviser information for IBEX WEALTH ADVISORS, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,126 | $709.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,126 | $709.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 277 | $66.5M |
| HNW Individuals | 408 | $577.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.3M |
| Charitable organizations | <5 | $88,528 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 18 | $64.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Principal Office
135 US HIGHWAY 202 206SUITE 4
BEDMINSTER
NJ
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: 908-849-4800, Fax: 908-849-4803
Websites
www.philiprongo.com
www.ibexwealth.com/
www.linkedin.com/in/glenn-stephenson-cfp%c2%ae-54a35814
www.linkedin.com/in/denise paige-anderson
www.linkedin.com/in/mgaertner
www.linkedin.com/in/james-varaklis-5185156
www.linkedin.com/in/phil-rongo-wealth-management/
www.linkedin.com/in/andrerapoport2001
www.youtube.com/@jvaraklis
Chief Compliance Officer
JAMES J. VARAKLIS
135 US HIGHWAY 202 206
BEDMINSTER
NJ
United States
Tel:
908-849-4800
Fax:
908-849-4803
J****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEPHENSON, GLENN, EDWARD | Individual | – | MANAGING MEMBER | 08/2013 | 25-50% |
| VARAKLIS, JAMES, JOHN | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 08/2013 | 25-50% |
| RONGO, PHILIP, FRANCIS | Individual | – | MEMBER | 08/2013 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| NVIDIA CORP | COM | 97M | 786K | – |
| AT&T INC | COM | 10M | 498K | – |
| BLUE OWL | COM | 9M | 483K | – |
| KINDER MORGAN | COM | 7M | 347K | – |
| WILLIAMS COS | COM | 14M | 322K | – |
| VERIZON COMMUNICATIONS | COM | 9M | 227K | – |
| BLACKSTONE SECURED | COM | 6M | 200K | – |
| BLOCK H&R | COM | 10M | 189K | – |
| JACKSON FINANCIAL | COM | 14M | 188K | – |
| COMCAST CORP | COM | 7M | 180K | – |
| COTERRA ENERGY | COM | 5M | 178K | – |
| ONEOK INC | COM | 14M | 172K | – |
| PALANTIR TECHNOLOGIES | COM | 4M | 167K | – |
| VIRTU FINANCIAL | COM | 4M | 159K | – |
| SHELL PLC | COM | 10M | 137K | – |
| VICI PROPERTIES | COM | 4M | 128K | – |
| UNUM GROUP | COM | 6M | 119K | – |
| TRUIST FINANCIAL | COM | 4M | 115K | – |
| STAG INDUSTRIAL | COM | 4M | 111K | – |
| APPLE INC | COM | 23M | 108K | – |
| NEXTERA ENERGY | COM | 7M | 95K | – |
| COCA-COLA EUROPACIFIC | COM | 6M | 88K | – |
| AMAZON COM | COM | 16M | 84K | – |
| AGREE REALTY | COM | 5M | 83K | – |
| ARTISAN PARTNERS | COM | 3M | 77K | – |
| MICROSOFT CORP | COM | 33M | 74K | – |
| ALPHABET INC | COM | 11M | 63K | – |
| VERTIV HOLDINGS | COM | 5M | 62K | – |
| QUALCOMM INC | COM | 12M | 60K | – |
| BROWN & BROWN | COM | 5M | 56K | – |
| ABBVIE INC | COM | 9M | 53K | – |
| BANK AMERICA | COM | 2M | 50K | – |
| ORACLE CORP | COM | 7M | 46K | – |
| E L F BEAUTY | COM | 9M | 43K | – |
| CHEVRON CORP | COM | 7M | 43K | – |
| INTL BUSINESS | COM | 7M | 42K | – |
| VISA INC | COM | 11M | 41K | – |
| AMERICAN ELECTRIC | COM | 4M | 40K | – |
| APPLOVIN CORP | COM | 3M | 40K | – |
| PEPSICO INC | COM | 6M | 39K | – |
| LAMAR ADVERTISING | COM | 5M | 38K | – |
| BLACKSTONE INC | COM | 5M | 38K | – |
| AMERICAN INTL | COM | 3M | 37K | – |
| ADVANCED MICRO | COM | 5M | 34K | – |
| DIGITAL REALTY | COM | 5M | 32K | – |
| PALO ALTO | COM | 10M | 30K | – |
| NOVO NORDISK | COM | 4M | 27K | – |
| INTERACTIVE BROKERS | COM | 3M | 27K | – |
| AMGEN INC | COM | 8M | 26K | – |
| GE AEROSPACE | COM | 4M | 25K | – |
| ALPHABET INC | COM | 5M | 25K | – |
| AMERICAN TOWER | COM | 4M | 21K | – |
| BROADCOM INC | COM | 34M | 21K | – |
| META PLATFORMS | COM | 10M | 20K | – |
| CNO FINANCIAL | COM | 519K | 19K | – |
| CAPITAL ONE | COM | 3M | 18K | – |
| TANGER INC | COM | 483K | 18K | – |
| MASTERCARD INC | COM | 7M | 17K | – |
| HEICO CORP | COM | 4M | 16K | – |
| VICTORY CAPITAL | COM | 748K | 16K | – |
| DANAHER CORP | COM | 3M | 13K | – |
| SIRIUS XM | COM | 35K | 13K | – |
| HEWLETT PACKARD | COM | 251K | 12K | – |
| ELI LILLY | COM | 11M | 12K | – |
| FLOWSERVE CORP | COM | 554K | 12K | – |
| PROVIDENT FINANCIAL | COM | 161K | 11K | – |
| ARISTA NETWORKS | COM | 4M | 11K | – |
| PARKER-HANNIFIN CORP | COM | 6M | 11K | – |
| AFLAC INC | COM | 919K | 10K | – |
| COSTCO WHOLESALE | COM | 6M | 7K | – |
| NETFLIX INC | COM | 4M | 6K | – |
| LINDE PLC | COM | 4M | 9K | – |
| BOOKING HOLDINGS | COM | 4M | 946 | – |
| BERKSHIRE HATHAWAY | COM | 4M | 9K | – |
| CATERPILLAR INC | COM | 3M | 9K | – |
| KLA CORP | COM | 3M | 4K | – |
| GOLDMAN SACHS | COM | 3M | 6K | – |
| S&P GLOBAL | COM | 2M | 5K | – |
| ICON PLC | COM | 2M | 7K | – |
| TESLA INC | COM | 2M | 10K | – |
| LAM RESEARCH CORPORATION | COM | 2M | 2K | – |
| AMERICAN EXPRESS | COM | 2M | 7K | – |
| TRAVELERS COS | COM | 1M | 6K | – |
| JOHNSON & JOHNSON | COM | 1M | 8K | – |
| ARTHUR J | COM | 1M | 4K | – |
| CONOCOPHILLIPS | COM | 1M | 9K | – |
| GE VERNOVA | COM | 999K | 6K | – |
| EXXON MOBIL | COM | 824K | 7K | – |
| JPMORGAN CHASE | COM | 724K | 4K | – |
| APPLIED MATERIALS | COM | 680K | 3K | – |
| AMERIPRISE FINANCIAL | COM | 649K | 2K | – |
| IRON MOUNTAIN | COM | 637K | 7K | – |
| MERCK & COMPANY | COM | 634K | 5K | – |
| WALT DISNEY | COM | 570K | 6K | – |
| M&T BANK | COM | 566K | 4K | – |
| WELLTOWER INC | COM | 558K | 5K | – |
| INTUIT INC | COM | 505K | 769 | – |
| T-MOBILE US | COM | 504K | 3K | – |
| OLD DOMINION | COM | 486K | 3K | – |
| HARTFORD FINANCIAL | COM | 484K | 5K | – |
| MOTOROLA SOLUTIONS | COM | 420K | 1K | – |
| SNAP ON | COM | 397K | 2K | – |
| DELL TECHNOLOGIES | COM | 379K | 3K | – |
| GE HEALTHCARE | COM | 357K | 5K | – |
| ON SEMICONDUCTOR | COM | 346K | 5K | – |
| HANCOCK WHITNEY | COM | 334K | 7K | – |
| WELLS FARGO | COM | 321K | 5K | – |
| EATON CORP | COM | 313K | 1K | – |
| GRAINGER W W | COM | 311K | 345 | – |
| SCHWAB CHARLES | COM | 311K | 4K | – |
| AMPHENOL CORP | COM | 295K | 4K | – |
| COMFORT SYSTEMS USA INC | COM | 291K | 956 | – |
| TARGA RESOURCES | COM | 279K | 2K | – |
| CONSTELLATION ENERGY | COM | 266K | 1K | – |
| TRACTOR SUPPLY | COM | 263K | 974 | – |
| MCKESSON CORP | COM | 262K | 449 | – |
| BADGER METER | COM | 254K | 1K | – |
| FEDEX CORP | COM | 252K | 842 | – |
| CENCORA INC | COM | 251K | 1K | – |
| FIFTH THIRD | COM | 250K | 7K | – |
| SEAGATE TECHNOLOGY | COM | 248K | 2K | – |
| NETAPP INC | COM | 242K | 2K | – |
| PRIMERICA INC | COM | 239K | 1K | – |
| MARSH & MCLENNAN | COM | 237K | 1K | – |
| APPLIED INDUSTRIAL TECH | COM | 235K | 1K | – |
| ALLY FINANCIAL | COM | 232K | 6K | – |
| RLI CORP | COM | 225K | 2K | – |
| MARATHON OIL | COM | 223K | 8K | – |
| STANDEX INTL | COM | 219K | 1K | – |
| RELIANCE INC | COM | 213K | 746 | – |
| CINTAS CORP | COM | 212K | 303 | – |
| UNITEDHEALTH GROUP | COM | 209K | 410 | – |
| FEDERAL AGRICULTURAL | COM | 209K | 1K | – |
| LINCOLN ELECTRIC | COM | 192K | 1K | – |
| AUTOMATIC DATA | COM | 188K | 786 | – |
| SPDR GOLD | COM | 185K | 862 | – |
| TRANE TECHNOLOGIES | COM | 171K | 520 | – |
| MORGAN STANLEY | COM | 165K | 2K | – |
| ALBEMARLE CORP | COM | 154K | 2K | – |
| REPUBLIC SERVICES | COM | 153K | 786 | – |
| PROCTER & GAMBLE | COM | 147K | 890 | – |
| 3M COMPANY | COM | 145K | 1K | – |
| UFP INDUSTRIES | COM | 142K | 1K | – |
| HCA HEALTHCARE | COM | 130K | 403 | – |
| BLACKROCK INC | COM | 127K | 161 | – |
| CHESAPEAKE ENERGY | COM | 110K | 1K | – |
| MCDONALDS CORP | COM | 105K | 411 | – |
| KIMCO REALTY | COM | 101K | 5K | – |
| CISCO SYSTEMS | COM | 95K | 2K | – |
| ELEVANCE HEALTH | COM | 94K | 174 | – |
| SUPER MICRO | COM | 94K | 115 | – |
| LENDINGTREE INC | COM | 83K | 2K | – |
| MICRON TECHNOLOGY INC | COM | 83K | 630 | – |
| ASML HOLDING | COM | 78K | 76 | – |
| FORTINET INC | COM | 75K | 1K | – |
| SALESFORCE INC | COM | 72K | 280 | – |
| NUCOR CORP | COM | 65K | 410 | – |
| METLIFE INC | COM | 57K | 808 | – |
| TOTALENERGIES SE | COM | 54K | 809 | – |
| LOWES COMPANIES | COM | 51K | 233 | – |
| PACCAR INC | COM | 49K | 476 | – |
| APPFOLIO INC | COM | 49K | 200 | – |
| OSCAR HEALTH | COM | 47K | 3K | – |
| ZSCALER INC | COM | 46K | 239 | – |
| PRUDENTIAL FINANCIAL | COM | 46K | 389 | – |
| SERVICENOW INC | COM | 45K | 57 | – |
| ARES MANAGEMENT | COM | 44K | 328 | – |
| DAVITA INC | COM | 42K | 300 | – |
| NBT BANCORP | COM | 40K | 1K | – |
| MGM RESORTS | COM | 40K | 900 | – |
| W P CAREY | COM | 39K | 716 | – |
| PUBLIC SERVICE | COM | 39K | 524 | – |
| TOYOTA MOTOR | COM | 37K | 181 | – |
| DOW INC | COM | 37K | 693 | – |
| QUEST DIAGNOSTICS | COM | 37K | 268 | – |
| APA CORP | COM | 37K | 1K | – |
| TEXAS INSTRUMENTS | COM | 33K | 172 | – |
| SCOTTS MIRACLE-GRO | COM | 33K | 500 | – |
| PUT 1 NVIDIA CORP | COM | 32K | 20 | – |
| SKYWORKS SOLUTIONS | COM | 28K | 265 | – |
| OKTA INC | COM | 28K | 298 | – |
| SAP SE | COM | 28K | 138 | – |
| PHILIP MORRIS | COM | 25K | 244 | – |
| ITT INC | COM | 25K | 191 | – |
| INTUITIVE SURGICAL | COM | 24K | 53 | – |
| MARVELL TECHNOLOGY | COM | 23K | 335 | – |
| DR HORTON | COM | 23K | 166 | – |
| CUMMINS INC | COM | 23K | 84 | – |
| INGERSOLL RAND | COM | 23K | 250 | – |
| FISERV INC | COM | 23K | 152 | – |
| ZOETIS INC | COM | 23K | 130 | – |
| ORCHID ISLAND | COM | 22K | 3K | – |
| PFIZER INC | COM | 22K | 785 | – |
| FREEPORT MCMORAN | COM | 21K | 439 | – |
| AVADEL PHARMACEUTICALS | COM | 21K | 2K | – |
| CHUBB LTD | COM | 21K | 83 | – |
| BANCO SANTANDER | COM | 20K | 4K | – |
| STRYKER CORP | COM | 20K | 59 | – |
| FRANCO NEVADA | COM | 19K | 164 | – |
| PROGRESSIVE CORP | COM | 19K | 91 | – |
| VERTEX PHARMACEUTICALS | COM | 19K | 40 | – |
| BANCO BILBAO | COM | 19K | 2K | – |
| BARRICK GOLD | COM | 18K | 1K | – |
| TAIWAN SEMICONDUCTOR | COM | 17K | 100 | – |
| CLOROX COMPANY | COM | 17K | 122 | – |
| NEXSTAR MEDIA | COM | 17K | 100 | – |
| PUT 8 TESLA INC | COM | 16K | 69 | – |
| WALMART INC | COM | 16K | 231 | – |
| PAN AMERICAN | COM | 15K | 774 | – |
| NEWMONT CORP | COM | 15K | 362 | – |
| QUANTA SERVICES | COM | 14K | 56 | – |
| THERMO FISHER | COM | 14K | 25 | – |
| CACI INTERNATIONAL | COM | 14K | 32 | – |
| COCA COLA COMPANY | COM | 13K | 212 | – |
| HOME DEPOT | COM | 13K | 39 | – |
| MANHATTAN ASSOCS | COM | 13K | 53 | – |
| DATADOG INC | COM | 13K | 100 | – |
| LEIDOS HOLDINGS | COM | 13K | 88 | – |
| BOSTON SCIENTIFIC | COM | 13K | 165 | – |
| VALLEY NATIONAL | COM | 13K | 2K | – |
| ING GROEP | COM | 12K | 706 | – |
| TEXAS ROADHOUSE | COM | 12K | 70 | – |
| AGNICO-EAGLE | COM | 12K | 183 | – |
| TAPESTRY INC | COM | 11K | 266 | – |
| BJS WHOLESALE | COM | 11K | 128 | – |
| TEXTRON INC | COM | 11K | 125 | – |
| FEDERAL SIGNAL | COM | 11K | 128 | – |
| HUBSPOT INC | COM | 11K | 18 | – |
| COPART INC | COM | 10K | 188 | – |
| ACCENTURE PLC | COM | 10K | 33 | – |
| ALLSTATE CORP | COM | 10K | 61 | – |
| TJX COS | COM | 10K | 88 | – |
| DARDEN RESTAURANTS | COM | 9K | 63 | – |
| GENERAL MOTORS | COM | 9K | 200 | – |
| AKAMAI TECHNOLOGIES | COM | 9K | 100 | – |
| INTERCONTINENTAL EXCH | COM | 9K | 65 | – |
| UNITED PARCEL | COM | 9K | 63 | – |
| BOOZ ALLEN | COM | 8K | 52 | – |
| ANNALY CAPITAL | COM | 8K | 418 | – |
| HONEYWELL INTL | COM | 8K | 36 | – |
| JOHNSON CONTROLS | COM | 8K | 114 | – |
| DUPONT DE | COM | 7K | 93 | – |
| EAGLE MATERIALS | COM | 7K | 33 | – |
| TILE SHOP | COM | 7K | 1K | – |
| COINBASE GLOBAL | COM | 7K | 30 | – |
| NORDSON CORP | COM | 7K | 28 | – |
| JD.COM INC | COM | 6K | 250 | – |
| LIVERAMP HOLDINGS | COM | 6K | 200 | – |
| DT MIDSTREAM | COM | 6K | 87 | – |
| ARRAY TECHNOLOGIES | COM | 6K | 600 | – |
| ISHARES BITCOIN | COM | 6K | 171 | – |
| GENERAL DYNAMICS | COM | 6K | 20 | – |
| HOVNANIAN ENTERPRISES | COM | 6K | 40 | – |
| SHERWIN WILLIAMS | COM | 5K | 18 | – |
| CORTEVA INC | COM | 5K | 93 | – |
| TRUMP MEDIA | COM | 5K | 150 | – |
| MURPHY OIL | COM | 5K | 119 | – |
| PROLOGIS INC | COM | 5K | 40 | – |
| FORD MOTOR | COM | 4K | 350 | – |
| BLACKSTONE MORTGAGE | COM | 4K | 250 | – |
| ADOBE INC | COM | 4K | 8 | – |
| HEALTHPEAK PPTYS | COM | 4K | 212 | – |
| SKECHERS USA | COM | 4K | 60 | – |
| IOVANCE BIOTHERAPEUTICS | COM | 4K | 500 | – |
| REALTY INCOME | COM | 4K | 67 | – |
| SOFI TECHNOLOGIES | COM | 3K | 500 | – |
| CVS HEALTH | COM | 3K | 50 | – |
| CROWN CASTLE | COM | 3K | 30 | – |
| WENDYS CO | COM | 3K | 173 | – |
| GILEAD SCIENCES | COM | 2K | 35 | – |
| GENWORTH FINANCIAL | COM | 2K | 400 | – |
| BUILDERS FIRSTSOURCE INC | COM | 2K | 17 | – |
| INVENTRUST PROPERTIES | COM | 2K | 94 | – |
| KEARNY FINANCIAL | COM | 2K | 356 | – |
| ESTEE LAUDER | COM | 2K | 15 | – |
| NIKE INC | COM | 2K | 20 | – |
| GLOBUS MEDICAL | COM | 1K | 17 | – |
| CASTLE BIOSCIENCES | COM | 1K | 50 | – |
| CARNIVAL CORP | COM | 936 | 50 | – |
| WARNER BROS | COM | 819 | 110 | – |
| NET LEASE | COM | 640 | 26 | – |
| FERRARI NV | COM | 410 | 1 | – |
| VERALTO CORP | COM | 191 | 2 | – |
| SABA CAP | COM | 124 | 16 | – |
| INTEL CORP | COM | 33 | 1 | – |
| CANOPY GROWTH | COM | 19 | 3 | – |
| CALL 7 MURPHY OIL CORP | COM | 0 | 0 | – |
| CALL 7 LENDINGTREE INC N | COM | 0 | 0 | – |
| CALL 10 ARRAY TECHS INC | COM | 0 | 0 | – |
| CALL 1 JOHNSON & JOHNSON | COM | 0 | 0 | – |
| CALL 8 GENERAL MOTORS CO | COM | 0 | 0 | – |
| CALL 9 PALANTIR TECHS | COM | 0 | 0 | – |
| CALL 1 DOW INC | COM | 0 | 0 | – |
| CALL 8 CATERPILLAR INC | COM | 0 | 0 | – |
| CALL 9 SCOTTS MIRACLE-GR | COM | 0 | 0 | – |
| CALL 9 DANAHER CORP | COM | 0 | 0 | – |
| CALL 1 CISCO SYSTEMS INC | COM | 0 | 0 | – |
| CALL 9 GENERAL AEROSPACE | COM | 0 | 0 | – |
| CALL 1 3M COMPANY 25 SOL | COM | 0 | 0 | – |
| CALL 7 SCHWAB CHARLES CO | COM | 0 | 0 | – |
| CALL 7 TAIWAN SEMICONDUC | COM | 0 | 0 | – |
| CALL 7 CAPITAL ONE FINL | COM | 0 | 0 | – |
| CALL 10 ALPHABET INC CL | COM | 0 | 0 | – |
| CALL 7 AMAZON COM INC | COM | 0 | 0 | – |
| CALL 7 ORACLE CORP | COM | 0 | 0 | – |
| CALL 12 DANAHER CORP | COM | 0 | 0 | – |
| CALL 10 DAVITA HLTHCR PR | COM | 0 | 0 | – |
| CALL 9 MGM RESORTS INTL | COM | 0 | 0 | – |
| CALL 9 NVIDIA CORP | COM | 0 | 0 | – |
| CALL 11 HEWLETT PACKARD | COM | 0 | 0 | – |
| CALL 9 QUALCOMM INC | COM | 0 | 0 | – |
| CALL 1 VERIZON COMMNS IN | COM | 0 | 0 | – |
| CALL 7 ALPHABET INC CL C | COM | 0 | 0 | – |
| CALL 8 META PLATFORMS IN | COM | 0 | 0 | – |
| CALL 9 3M COMPANY | COM | 0 | 0 | – |
| CALL 8 AMAZON COM INC | COM | 0 | 0 | – |
| CALL 8 ALPHABET INC CL A | COM | 0 | 0 | – |
| CALL 7 NVIDIA CORP | COM | 0 | 0 | – |
| CALL 7 QUALCOMM INC | COM | 0 | 0 | – |
| CALL 8 BROADCOM LTD | COM | 0 | 0 | – |