IBEX WEALTH ADVISORS, LLC

CRD #168674 SEC #801-78971 BEDMINSTER, NJ 908-849-4800

SEC Registered

Total AUM

$963.3M

Discretionary

$963.3M

Employees

Clients

Accounts

1,014

Firm Details

Organization Type: Limited Liability Company
State of Formation: New Jersey
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 20, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MCCARTHY, ANNU, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCCARTHY, ANNU, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCCARTHY, ANNU, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCCARTHY, ANNU, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCCARTHY, ANNU, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
VARAKLIS, JAMES, JOHN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
MCGOVERN, STEVEN, THOMAS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
RONGO, PHILIP, FRANCIS	I	MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
ROSENTHAL, DANIEL, MICHAEL	I	CHIEF COMPLIANCE OFFICER/MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
STEPHENSON, GLENN, EDWARD	I	MANAGING MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control
VARAKLIS, JAMES, JOHN	I	MEMBER	B	Control

Registrations

Federal

Oct 20, 2025 REGISTERED

Notice Filings (22)

AZ CA CO CT DE FL GA IL LA MA MD MO NC NH NJ NY OH PA SC TN TX VA

Address

135 US HIGHWAY 202 206
SUITE 4
BEDMINSTER, NJ 07921
United States

Phone: 908-849-4800