135 US Highway 202 206
Suite 4
Bedminster, NJ 07921
908-849-7900
IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions. We pride ourselves in providing objective advice where the interests of our clients always come first. The firm rest on three pillars: clarity, consistency and conviction. Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.
See Disclosures
Firm Start Year
No. of Employees
CRD#
Firm CRD#
Insurance License#
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Investment Advisor
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Insurance and Annuity Licenses
Firm's Number of Clients
Assets Managed by Firm
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Fee % Based on Assets
Hourly Rate
Masters of Business Adminstration - International Finance and Economics
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
LPL FinancialAdvisor.net Cash Solicitor DisclosureAdditional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1890010/financialadvisor-ibex-wealth-advisors-llc-detailed-disclosure
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Ibex Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.