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IBEX WEALTH ADVISORS, LLC

WEST PALM BEACH, FL · CRD 168674 · IAPD ↗ · 908-849-4800

$1.28BRegulatory AUM
5Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — IBEX WEALTH ADVISORS, LLC moved its main office from BEDMINSTER, NJ to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2026 — IBEX WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — IBEX WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($963.3M -> $1.28B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
December 2025 — IBEX WEALTH ADVISORS, LLC notice-filed in GA, IL, LA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — IBEX WEALTH ADVISORS, LLC reported RAUM up 36% ($709.7M -> $963.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — IBEX WEALTH ADVISORS, LLC reported RAUM up 28% ($554.8M -> $709.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.