1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2IBEX WEALTH ADVISORS, LLC

Map pinWEST PALM BEACH, FL
Phone908-849-4800
NotebookSEC #801-78971
Total AUM
$1.3B
Employees
10
Clients
892

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 S. AUSTRALIAN AVE.
SUITE 600
WEST PALM BEACH
FL 33401
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
908-849-4800
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
892
Discretionary
$1.3B
Accounts
892
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
469
AUM
$134.7M
HNW Individual Clients
400
AUM
$1.1B
Pension/Profit Sharing Plan Clients
2
AUM
$902.1K
Corporation or Business Clients
21
AUM
$37.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAILLAMAMDNCNJNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account