Ibex Wealth Advisors, LLC

Ibex Wealth Advisors, LLC (CRD# 168674) is a financial advisory firm headquartered in Bedminster, NJ. They manage $709,748,535 in 1,126 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921
https://www.philiprongo.com
By the Numbers
  • Total Assets Under Management
    710
    MILLION
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $630,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX

Financial Advisors at Ibex Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Melinda Gaertner, financial advisor Bedminster NJ
Melinda B. Gaertner
CRD#: 4597520
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

Melinda Gaertner (CRD# 4597520) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 19 years of experience in the finance industry.

2
Philip Rongo, financial advisor Bedminster NJ
Philip F. Rongo
CRD#: 1802064
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

Philip Rongo (CRD# 1802064) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 31 years of experience in the finance industry.

3
Glenn Stephenson, financial advisor Bedminster NJ
Glenn E. Stephenson
CRD#: 1412986
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

Glenn Stephenson (CRD# 1412986) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 38 years of experience in the finance industry.

4
James Varaklis, financial advisor Bedminster NJ
James J. Varaklis
CRD#: 2103913
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

James Varaklis (CRD# 2103913) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 21 years of experience in the finance industry.

5
Denise Anderson, financial advisor Bedminster NJ
Denise P. Anderson
CRD#: 2181856
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

Denise Anderson (CRD# 2181856) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 5 years of experience in the finance industry.

6
Andre Rapoport, financial advisor Bedminster NJ
Andre Rapoport
CRD#: 7512871
135 Us Highway 202 206, Suite 4, Bedminster, NJ 07921

Andre Rapoport (CRD# 7512871) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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