SourcingSourcing

IBEX WEALTH ADVISORS, LLC

C41
CRD 168674·SEC 801-78971·WEST PALM BEACH, FL
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$30.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IBEX WEALTH ADVISORS, LLC
CRD
168674
SEC file #
801-78971
EIN
—
DBA names
—

Economics

AUM
$1.28B
AUM band
$1B+
AUM trajectory
'20'26
$341.2M → $1.28B▲ +276%
Client mix
Individuals Other469
Individuals High Net Worth400
Corporations21
Pension Profit Sharing Plans2

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/in/andrerapoport2001(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RONGO, PHILIP, FRANCIS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RONGO, PHILIP, FRANCIS
STEPHENSON, GLENN, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:ibex.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1802064
Trust Company Affiliate
No

People (8)

8
VARAKLIS, JAMES, JOHN
IAR · Direct Owner · 37.5%
2103913
STEPHENSON, GLENN, EDWARD
IAR · Direct Owner · 37.5%
1412986
RONGO, PHILIP, FRANCIS
IAR · Direct Owner · 37.5%
1802064
Charles Anthony Rongo
IAR
7978961
Philip Francis Rongo
IAR
7655598
DENISE PAIGE ANDERSON
IAR
2181856
Andre Rapoport
IAR
7512871
CHERYL JOAN ANDREW
IAR
4799937