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IBEX WEALTH ADVISORS, LLC
CRD 168674File 801-78971
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.28B
Clients
892
892 accounts
Employees
10
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2014
- Principal office
- 500 S. AUSTRALIAN AVE., SUITE 600, WEST PALM BEACH, FL, 33401
- Phone
- 908-849-4800
- Website
- HTTPS://WWW.IBEXWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 892
- Non-discretionary accounts
- 0
- Total accounts
- 892
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $37.3M |
| High net worth individuals | 400 | $1.11B |
| Pension and profit sharing plans | Fewer than 5 | $902K |
| Individuals (other than high net worth individuals) | 469 | $134.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,014 | 892 | decreased by122 |
| Apr 1, 2026 | AUM | $963,308,925 | $1,284,279,818 | increased by$320,970,893 |
| Apr 1, 2026 | Accounts | 1,014 | 892 | decreased by122 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 603 | 1,014 | increased by411 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $676,979,913 | $963,308,925 | increased by$286,329,012 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 894 | 1,014 | increased by120 |
| Apr 1, 2022 | Clients | 548 | 603 | increased by55 |
| Apr 1, 2022 | AUM | $516,954,887 | $676,979,913 | increased by$160,025,026 |
| Apr 1, 2022 | Accounts | 811 | 894 | increased by83 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IBEX WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IBEX WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.