Ibex Wealth Advisors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 892
- Avg AUM / client
- $1.4M
- Accounts
- 892
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 469 | $135M | 10.5% |
| High net worth individuals | 400 | $1.1B | 86.5% |
| Pension and profit sharing plans | 2 | $902K | 0.07% |
| Corporations and other businesses | 21 | $37.3M | 2.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glenn Edward Stephenson | Managing Member | CFP | Aug 2013 (13y) | 25% – 50% |
| James John Varaklis | Member/Chief Compliance Officer | Aug 2013 (13y) | 25% – 50% | |
| Philip Francis Rongo | Member | Chartered Financial Consultant | Aug 2013 (13y) | 25% – 50% |
| Denise Paige Anderson | Registered representative | Jun 2019 (7y) | ||
| Andre Rapoport | Registered representative | CFP | Sep 2022 (4y) | |
| Cheryl Joan Andrew | Registered representative | Jan 2025 (2y) | ||
| Charles Anthony Rongo | Registered representative | Mar 2026 (0y) | ||
| Philip Francis Rongo | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $963M (75% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗