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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IBEX Wealth Advisors LLC
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| CRD # | 168674 |
| SEC # | 801-78971 |
| CIK # | 0001686242 |
| AUM | $963.3 M (2025-03-31) |
| Employees | 10 (50% Investors, 40% Brokers) |
| Phone | 908-849-4800 |
| Address | 135 US Highway 202 206 Bedminster, NJ 07921 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 108.0 | ||
| Broadcom Inc | 46.7 | ||
| Microsoft Corp | 34.5 | ||
| Palantir Technologies Inc | 32.2 | ||
| Apple Inc | 22.8 | ||
| Williams Companies Inc | 21.8 | ||
| International Business Machines Corp | 18.9 | ||
| Jackson Financial Inc | 17.4 | ||
| AT&T Inc | 17.2 | ||
| Amazon Com Inc | 16.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 89.4 |
| (b) Individuals (high net worth individuals) | 518 | 840.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.9 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 32.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,014 | 963.3 |
| By Discretionary | ||
| Discretionary | 1,014 | 963.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,014 | 963.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 963.3 | |
| Total | 1,014 | 963.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001686242] |
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|---|---|---|
|
Jackson Hole Capital Partners LLC
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|
OK | 1.0 |
|
Tarbox Family Office Inc
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|
CA | 1.0 |
|
Cypress Wealth Services LLC
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CA | 1.0 |
|
Rodgers Brothers Inc
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PA | 1.0 |
|
Aubrey Capital Management Limited
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|
1.0 | |
|
NTV Asset Management LLC
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|
WV | 1.0 |
|
Lake Street Private Wealth LLC
✚
|
IL | 1.0 |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1.0 |
|
Rogers Wealth Group Inc
✚
|
TX | 1.0 |
|
Robert Harrell Incorporated
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|
TX | 1.0 |