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Ibex Wealth Advisors, LLC

Ibex Wealth Advisors, LLC. CRD 168674

Ibex Wealth Advisors, LLC logo

CRD: 168674

Ibex Wealth Advisors, LLC

West Palm Beach, FL, 33401
9088494800
philiprongo.com
$1.3B Total AUM
$1.3B Disc. AUM
21.8% 3Y CAGR
10 Employees
892 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Peak
Established Date
01-02-2014
Office Locations
3

Office Locations

135 US Highway 202 206 STE 4 Bedminister NJ
500 S. Australian Ave. Suite 600 West Palm Beach FL
-- Jupiter FL

About Ibex Wealth Advisors, LLC

Ibex Wealth Advisors, LLC provides personalized wealth management and financial planning for clients across life stages, with a focus on retirement readiness, legacy planning, and navigating major life transitions. Portfolios are customized using a tactical, supply-and-demand driven approach and a global, multi-asset opportunity set, commonly implemented with ETFs and mutual funds. Supports business owners with risk management and advanced retirement plan design; custody includes LPL Financial.

Team overview

60 AVG AGE
$256.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.3 yrs AVG TENURE
10 Employees
5 Advisory Reps
6 RIA Reps
12yrs Firm Age

Insights

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Full visibility includes strategy notes for peak ridge bridge.

Asset Classes

Bridge focus Crest zenith

Custodian

Alpha Pathway

Investment Themes

Oak beacon Pioneer fusion

Investment Vehicles

Insight peak Timber momentum

Platform

Unison

Services

Ridge quantum Ember Zenith radial Vital oak Harbor Pathway Pathway vertex

Technology

Prime crest

Owner & Executives

PHILIP FRANCIS RONGO JR

PHILIP FRANCIS RONGO JR

--

CRD
#1802064
Ownership
25% but less than 50%
(595) 281-3593
pioneer.oak@vectorcapital.com
in linkedin.com/in/oak-timber
G

GLENN EDWARD STEPHENSON

Managing Member, Wealth Advisor

CRD
#1412986
Ownership
25% but less than 50%
(611) 602-3963
delta.fusion@primecapital.com
in linkedin.com/in/zenith-vital
D

Delta signal

Pathway timber beacon

CRD
#39302
Ownership
9.4%
(626) 464-7741
crest.harbor@meridiancapital.com
in linkedin.com/in/quantum-prime

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Contacts

D

DENISE PAIGE ANDERSON

Wealth Manager

CRD
#2181856
(868) 778-7136
oak.frontier@frontiercapital.com
in linkedin.com/in/radial-frontier
C

CHERYL JOAN ANDREW

--

CRD
#4799937
(394) 557-1960
horizon.matrix@elementcapital.com
in linkedin.com/in/crest-unison
S

Summit element

Radial north

CRD
#89421
(951) 943-2576
peak.north@elementcapital.com
in linkedin.com/in/legacy-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-19-2022
12-04-2023
04-23-2024
10-20-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $1,284,279,818 $1,439,776
Non-Discretionary $0 --
Total $1,284,279,818 $1,439,776

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Separately Managed Accounts

Total SMA Asset: $1,284,279,818

$1.3B Total SMA
Equity - Exchange:
18.9%
Public Funds:
4.4%
U.S. Government/Agency:
19.3%
Cash:
17.9%
Municipal Bonds:
17.8%
Corporate - Investment Grade:
21.7%
Asset class Assets Assets %
Equity - Exchange $955,357,621 18.9%
Public Funds $222,411,298 4.4%
U.S. Government/Agency $975,576,830 19.3%
Cash $904,809,599 17.9%
Municipal Bonds $899,754,797 17.8%
Corporate - Investment Grade $1,096,892,084 21.7%
Total $5,054,802,229 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
DELTA FOUNDATION MERIDIAN PIONEER TIMBER KSHJG5MSJ VSHXV 3.48% $31,837,143
HARBOR PEAK ATLAS NORTH PZGNB32VP HLAJZ 11.49% $35,225,672
MERIDIAN ZENITH MATRIX PATHWAY 2AB78MCES BEGPX 1.60% $60,309,444
CAPITAL UNISON SUMMIT CREST QUANTUM HW26K4JMK GCVZA 4.21% $27,517,394
UNISON FOUNDATION NORTH FOUNDATION PIONEER 6X9IOIZXJ XYA 10.62% $61,959,539
FRONTIER TIMBER VITAL ELEMENT OAK MZL2J03E5 JUXNA 1.92% $40,438,446
ELEMENT VECTOR QUANTUM DELTA VECTOR AIGW2Z7D8 YTH 10.77% $96,466,019
MERIDIAN GLACIER HARBOR FUSION BUPY3XMOZ PRCKP 10.47% $70,477,667

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