Ibex Wealth Advisors, LLC

Ibex Wealth Advisors, LLC (CRD# 168674) is a financial advisory firm headquartered in Lebanon, NJ. They manage $253,500,000 in 506 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $500,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Ibex Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip F. Rongo
CRD#: 1802064
3 Werner Way, Lebanon, NJ 08833
96
Wealthminder
score

Philip Rongo (CRD# 1802064) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Lebanon, NJ and has over 24 years of experience in the finance industry.

2
Glenn E. Stephenson
CRD#: 1412986
3 Werner Way, Lebanon, NJ 08833
96
Wealthminder
score

Glenn Stephenson (CRD# 1412986) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Lebanon, NJ and has over 31 years of experience in the finance industry. Glenn Stephenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James J. Varaklis
CRD#: 2103913
3 Werner Way, Lebanon, NJ 08833
93
Wealthminder
score

James Varaklis (CRD# 2103913) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Lebanon, NJ and has over 14 years of experience in the finance industry.

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