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| IBEX Wealth Advisors LLC
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| CRD # | 168674 |
| SEC # | 801-78971 |
| CIK # | 0001686242 |
| AUM | 1,284.3 M (2026-03-30) |
| Employees | 10 (50% Investors, 40% Brokers) |
| Phone | 908-849-4800 |
| Address | 500 S Australian Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001686242 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 118.6 | ||
| Broadcom Inc | 45.3 | ||
| Apple Inc | 29.9 | ||
| Microsoft Corp | 26.8 | ||
| Palantir Technologies Inc | 26.7 | ||
| Williams Companies Inc | 25.9 | ||
| GS Acquisition Holdings Corp | 24.9 | ||
| Jackson Financial Inc | 21.1 | ||
| Alphabet Inc | 19.0 | ||
| Kinder Morgan Inc | 18.8 | ||
| Applovin Corp | 18.2 | ||
| AbbVie Inc | 18.0 | ||
| Micron Technology Inc | 17.3 | ||
| Amazon Com Inc | 17.1 | ||
| AT&T Inc | 16.9 | ||
| Oneok Inc /New/ | 16.9 | ||
| Verizon Communications Inc | 16.4 | ||
| Amgen Inc | 15.4 | ||
| Royal Dutch Shell PLC | 15.0 | ||
| Annaly Capital Management Inc | 14.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 12.4 | ||
| Merck & Co Inc | 12.2 | ||
| Chevron Corp | 11.7 | ||
| Visa Inc | 10.9 | ||
| Interactive Brokers Group Inc | 10.7 | ||
| Pfizer Inc | 10.6 | ||
| CME Group Inc | 10.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 134.7 |
| (b) Individuals (high net worth individuals) | 400 | 1,111.4 |
| (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 | 0 | 0.0 |
| (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 | 21 | 37.3 |
| (n) Other | 0 | 0.0 |
| Total | 892 | 1,284.3 |
| By Discretionary | ||
| Discretionary | 892 | 1,284.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 892 | 1,284.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,284.3 | |
| Total | 892 | 1,284.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001686242] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
|
PA | 1,292.6 M |
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|
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|
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IL | 1,275.4 M |
|
Promethos Capital LLC
✚
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MA | 1,274.6 M |