WEST PALM BEACH, FLCRD 168674Latest ADV March 30, 2026
Ibex Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 10 employees, 2 offices, and 892 accounts.
Assets Under Management
$1.3B
Employees
10
Offices
2 offices
Total Clients
892
Primary office
WEST PALM BEACH, FL
500 S. AUSTRALIAN AVE., SUITE 600, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.6% of total clients.
Top client categories% of clientsClients
1
Individuals
52.6%
469
2
HNWI
44.8%
400
3
Corporations
2.4%
21
4
Pension Plans
0.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts892
10Y AUM Change+$987M (+332.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee89:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.