# IBEX WEALTH ADVISORS, LLC

IBEX WEALTH ADVISORS, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168674
- Type: SEC-registered investment adviser
- SEC file number: 801-78971
- Location: 500 S. AUSTRALIAN AVE., SUITE 600, WEST PALM BEACH, FL, 33401
- Phone: 908-849-4800
- Latest filing: 2026-03-30
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 10
- Accounts: 892

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Glenn Edward Stephenson | MANAGING MEMBER | — |
| James John Varaklis | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Philip Francis Rongo | MEMBER | — |
| ROSENTHAL CHARLES MICHAEL | CHIEF COMPLIANCE OFFICER/MEMBER | — |
| RONGO PHILIP FRANCIS | MEMBER | — |
| STEPHENSON GLENN EDWARD | MANAGING MEMBER | — |
| VARAKLIS JAMES JOHN | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MCGOVERN STEVEN THOMAS | MEMBER | — |
| MCCARTHY ANNU E | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 973-538-7030 |
| WEST PALM BEACH | FL | 1 | (908)-849-4800 |
| — | — | 1 | 973-538-7030 |
| WEST PALM BEACH | FL | 1 | (908)-849-4800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168674/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168674/similar
- Related entities: https://search.stillhousedata.com/firm/168674/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168674

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.