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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

IBEX WEALTH ADVISORS, LLC

CRD 168674

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8469461a-8e0e-0f55-5eea-66b74a25efb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 7
On other graphs: 0
Observed: Dec 12, 2013 to Sep 14, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=4.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 892
Individual clients: 469
High net worth clients: 400
SEC number: 801-78971
CIK: 1686242
CRD: 168674
Filings on the tape: 42
First filed: Dec 12, 2013
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GLENN EDWARD STEPHENSON	Certified Financial Planner	WEST PALM BEACH, FL	12	40	n/a	yes
PHILIP FRANCIS RONGO	Chartered Financial Consultant	WEST PALM BEACH, FL \| JUPITER, FL	12	34	2	yes
JAMES JOHN VARAKLIS	n/a	WEST PALM BEACH, FL	12	24	4	yes
DENISE PAIGE ANDERSON	n/a	WEST PALM BEACH, FL	7	12	n/a	yes
Andre Rapoport	Certified Financial Planner	Bedminister, NJ	3	15	n/a	no
CHERYL JOAN ANDREW	n/a	WEST PALM BEACH, FL	1	13	1	yes
Philip Francis Rongo	n/a	Jupiter, FL	0	11	n/a	no
Charles Anthony Rongo	n/a	Jupiter, FL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RONGO, PHILIP, FRANCIS	Member	C	yes	08/2013	Sep 14, 2026	Sep 14, 2026
VARAKLIS, JAMES, JOHN	MEMBER/CHIEF COMPLIANCE OFFICER	C	yes	08/2013	Sep 14, 2026	Sep 14, 2026
STEPHENSON, GLENN, EDWARD	MANAGING MEMBER	C	yes	08/2013	Dec 12, 2013	Apr 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.3B	$1.3B	10	5	2	n/a	n/a
2024	Mar 31, 2025	$963M	$963M	10	5	1	n/a	n/a
2023	Mar 21, 2024	$710M	$710M	9	5	1	n/a	n/a
2022	Mar 31, 2023	$555M	$555M	9	5	1	n/a	n/a
2021	Mar 31, 2022	$677M	$677M	8	4	1	n/a	n/a
2020	Mar 19, 2021	$517M	$517M	8	4	1	n/a	n/a
2019	Mar 30, 2020	$439M	$439M	9	5	1	n/a	n/a
2018	Mar 29, 2019	$341M	$341M	8	7	1	n/a	n/a
2017	Mar 30, 2018	$409M	$409M	7	3	1	n/a	n/a
2016	Mar 27, 2017	$297M	$271M	8	3	n/a	n/a	n/a
2015	Feb 3, 2016	$254M	$249M	4	4	n/a	n/a	n/a
2014	Jan 10, 2015	$266M	$262M	5	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$963M	33.3%	$555M	32.3%	10	10	2	1

Relationships

Registered with (13)

← Philip Francis RongoAdvisorregistration: current employment
Mar 24, 2026 to presentfactForm ADV
← Charles Anthony RongoAdvisorregistration: current employment
Mar 24, 2026 to presentfactForm ADV
← CHERYL JOAN ANDREWAdvisorregistration: current employment
Jan 30, 2025 to presentfactForm ADV
← Andre RapoportAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← DENISE PAIGE ANDERSONAdvisorregistration: current employment
Jun 14, 2019 to presentfactForm ADV
← GLENN EDWARD STEPHENSONAdvisorregistration: current employment
Jan 17, 2014 to presentfactForm ADV
← PHILIP FRANCIS RONGOAdvisorregistration: current employment
Jan 17, 2014 to presentfactForm ADV
← JAMES JOHN VARAKLISAdvisorregistration: current employment
Jan 17, 2014 to presentfactForm ADV
← MELINDA B GAERTNERAdvisorregistration: previous registration
Nov 14, 2018 to Dec 9, 2024factForm ADV
← Jed GlickAdvisorregistration: previous registration
Apr 16, 2019 to Oct 8, 2020factForm ADV
← ANNU MCCARTHYAdvisorregistration: previous registration
Jan 11, 2018 to Sep 24, 2018factForm ADV
← DANIEL MICHAEL ROSENTHALAdvisorregistration: previous registration
Jan 17, 2014 to Jun 20, 2016factForm ADV
← STEVEN THOMAS MCGOVERNAdvisorregistration: previous registration
Jan 17, 2014 to Mar 28, 2016factForm ADV

Controls (3)

← STEPHENSON, GLENN, EDWARDOwnerMANAGING MEMBER, ownership code C, individual
Dec 12, 2013 to Apr 23, 2024factForm ADV
← RONGO, PHILIP, FRANCISOwnerMEMBER, ownership code C, individual
Dec 12, 2013 to Apr 23, 2024factForm ADV
← VARAKLIS, JAMES, JOHNOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 12, 2013 to Apr 23, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Ibex Wealth Advisors, Llc reported RAUM $1.3B, up 33% from $963.3M (2025-10-20 to 2026-03-30)
Form ADVobserved 5 days ago
$321M
Occurred
Mar 31, 2025
Regulatory AUM changed
Ibex Wealth Advisors, Llc reported RAUM $963.3M, up 36% from $709.7M (2024-04-23 to 2025-03-31)
Form ADVobserved 5 days ago
$254M
Occurred
Dec 9, 2024
Advisor changed firm
Melinda B Gaertner left Ibex Wealth Advisors, Llc for Leigh Baldwin & Co., Llc (registered 2025-01-17)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2024
Regulatory AUM changed
Ibex Wealth Advisors, Llc reported RAUM $709.7M, up 28% from $554.8M (2023-12-04 to 2024-03-21)
Form ADVobserved 5 days ago
$155M
Occurred
Mar 31, 2022
Regulatory AUM changed
Ibex Wealth Advisors, Llc reported RAUM $677.0M, up 31% from $517.0M (2021-03-22 to 2022-03-31)
Form ADVobserved 5 days ago
$160M
Occurred
Mar 30, 2018
Regulatory AUM changed
Ibex Wealth Advisors, Llc reported RAUM $408.8M, up 38% from $296.9M (2017-08-04 to 2018-03-30)
Form ADVobserved 5 days ago
$112M
Occurred
Dec 12, 2013
First Form ADV filing
Ibex Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8469461a-8e0e-0f55-5eea-66b74a25efb0
First observed: Dec 12, 2013
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IBEX WEALTH ADVISORS, LLC

CRD 168674

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8469461a-8e0e-0f55-5eea-66b74a25efb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLENN EDWARD STEPHENSON

Certified Financial Planner

WEST PALM BEACH, FL

n/a

yes

PHILIP FRANCIS RONGO

Chartered Financial Consultant

WEST PALM BEACH, FL | JUPITER, FL

yes

JAMES JOHN VARAKLIS

n/a

WEST PALM BEACH, FL

yes

DENISE PAIGE ANDERSON

n/a

WEST PALM BEACH, FL

n/a

yes

Andre Rapoport

Certified Financial Planner

Bedminister, NJ

n/a

CHERYL JOAN ANDREW

n/a

WEST PALM BEACH, FL

yes

Philip Francis Rongo

n/a

Jupiter, FL

n/a

Charles Anthony Rongo

n/a

Jupiter, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RONGO, PHILIP, FRANCIS

Member

yes

08/2013

Sep 14, 2026

VARAKLIS, JAMES, JOHN

MEMBER/CHIEF COMPLIANCE OFFICER

yes

08/2013

Sep 14, 2026

STEPHENSON, GLENN, EDWARD

MANAGING MEMBER

yes

08/2013

Dec 12, 2013

Apr 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.3B

n/a

2024

Mar 31, 2025

$963M

n/a

2023

Mar 21, 2024

$710M

n/a

2022

Mar 31, 2023

$555M

n/a

2021

Mar 31, 2022

$677M

n/a

2020

Mar 19, 2021

$517M

n/a

2019

Mar 30, 2020

$439M

n/a

2018

Mar 29, 2019

$341M

n/a

2017

Mar 30, 2018

$409M

n/a

2016

Mar 27, 2017

$297M

$271M

n/a

2015

Feb 3, 2016

$254M

$249M

n/a

2014

Jan 10, 2015

$266M

$262M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$963M

33.3%

$555M

32.3%