IBEX WEALTH ADVISORS, LLC
CRD #168674 SEC #801-78971 BEDMINSTER, NJ 908-849-4800
SEC Registered
Total AUM
$963.3M
Discretionary
$963.3M
Employees
10
Clients
1
Accounts
1,014
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $963.3M | $963.3M | $0 | 10 | 0 |
| Mar 2025 | $963.3M | $963.3M | $0 | 10 | 0 |
| Apr 2024 | $709.7M | $709.7M | $0 | 9 | 0 |
| Mar 2024 | $709.7M | $709.7M | $0 | 9 | 0 |
| Dec 2023 | $554.8M | $554.8M | $0 | 9 | 0 |
| Mar 2023 | $554.8M | $554.8M | $0 | 9 | 0 |
| Dec 2022 | $677M | $677M | $0 | 8 | 2 |
| Oct 2022 | $677M | $677M | $0 | 8 | 2 |
| Jul 2022 | $677M | $677M | $0 | 8 | 2 |
| Apr 2022 | $677M | $677M | $0 | 8 | 2 |
| Mar 2021 | $517M | $517M | $0 | 8 | 2 |
| Mar 2021 | $517M | $517M | $0 | 8 | 2 |
| Jan 2021 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jan 2021 | $438.5M | $438.5M | $0 | 9 | 2 |
| Oct 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jul 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jul 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jul 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jul 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jul 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jun 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Jun 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Mar 2020 | $438.5M | $438.5M | $0 | 9 | 2 |
| Dec 2019 | $341.2M | $341.2M | $0 | 8 | 0 |
| Jul 2019 | $341.2M | $341.2M | $0 | 8 | 0 |
| Mar 2019 | $341.2M | $341.2M | $0 | 8 | 0 |
| Oct 2018 | $408.8M | $408.8M | $0 | 7 | 2 |
| Jun 2018 | $408.8M | $408.8M | $0 | 7 | 2 |
| Mar 2018 | $408.8M | $408.8M | $0 | 7 | 2 |
| Aug 2017 | $296.9M | $271.1M | $25.8M | 8 | 600 |
| Mar 2017 | $296.9M | $271.1M | $25.8M | 8 | 600 |
| Jun 2016 | $253.5M | $249M | $4.5M | 4 | 300 |
| Feb 2016 | $253.5M | $249M | $4.5M | 4 | 300 |
| Oct 2015 | $266.1M | $261.6M | $4.5M | 5 | 300 |
| Sep 2015 | $266.1M | $261.6M | $4.5M | 5 | 300 |
| Jan 2015 | $266.1M | $261.6M | $4.5M | 5 | 300 |
| Oct 2014 | $253.7M | $249.2M | $4.5M | 5 | 300 |
| Apr 2014 | $105.7M | $87M | $18.7M | 5 | 0 |
| Jan 2014 | $0 | $0 | $0 | 5 | 0 |
| Dec 2013 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$963.3M
Discretionary$963.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$963.3M
Discretionary$963.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$709.7M
Discretionary$709.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$709.7M
Discretionary$709.7M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$554.8M
Discretionary$554.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$554.8M
Discretionary$554.8M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients2
DateOct 2022
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients2
DateJul 2022
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients2
DateApr 2022
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees8
Clients2
DateJan 2021
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJan 2021
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateOct 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateMar 2020
Total AUM$438.5M
Discretionary$438.5M
Non-Disc.$0
Employees9
Clients2
DateDec 2019
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$341.2M
Discretionary$341.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$408.8M
Discretionary$408.8M
Non-Disc.$0
Employees7
Clients2
DateJun 2018
Total AUM$408.8M
Discretionary$408.8M
Non-Disc.$0
Employees7
Clients2
DateMar 2018
Total AUM$408.8M
Discretionary$408.8M
Non-Disc.$0
Employees7
Clients2
DateAug 2017
Total AUM$296.9M
Discretionary$271.1M
Non-Disc.$25.8M
Employees8
Clients600
DateMar 2017
Total AUM$296.9M
Discretionary$271.1M
Non-Disc.$25.8M
Employees8
Clients600
DateJun 2016
Total AUM$253.5M
Discretionary$249M
Non-Disc.$4.5M
Employees4
Clients300
DateFeb 2016
Total AUM$253.5M
Discretionary$249M
Non-Disc.$4.5M
Employees4
Clients300
DateOct 2015
Total AUM$266.1M
Discretionary$261.6M
Non-Disc.$4.5M
Employees5
Clients300
DateSep 2015
Total AUM$266.1M
Discretionary$261.6M
Non-Disc.$4.5M
Employees5
Clients300
DateJan 2015
Total AUM$266.1M
Discretionary$261.6M
Non-Disc.$4.5M
Employees5
Clients300
DateOct 2014
Total AUM$253.7M
Discretionary$249.2M
Non-Disc.$4.5M
Employees5
Clients300
DateApr 2014
Total AUM$105.7M
Discretionary$87M
Non-Disc.$18.7M
Employees5
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0