Jupiter, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
IBEX Wealth Advisors, LLC
Team
Firm-wide stats for IBEX Wealth Advisors, LLC
About
IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm also offers stand‑alone financial planning and may recommend implementation services through its representatives who are registered with LPL Financial or licensed insurance agents.
The firm’s investment process combines fundamental, technical and cyclical analysis and employs both long‑ and short‑term strategies along with options and other derivatives, including covered‑call writing and structured notes, inverse/enhanced ETFs, and allocations to interval funds. IBEX manages client portfolios on a discretionary basis across defined asset‑allocation programs and discloses that it may recommend securities‑based loans or margin facilities for planning and cash‑flow needs while outlining associated risks.
The brochure discloses solicitation arrangements and referral fees and describes marketing and support services received from LPL, and notes that certain clients participate in a wrap fee program offered by LPL, practices that are less common among comparable team firms. It also highlights the firm’s broader use of derivatives and structured products, formal personal‑trading policies, and written fiduciary disclosures as distinguishing operational features.
Based on IBEX Wealth Advisors, LLC
Expertise
Based on IBEX Wealth Advisors, LLC
Location
Jupiter FL
Advisors at this office
2
Advisors at this office
Charles R
Series 65
Jupiter, FL
IBEX Wealth Advisors, LLC
Charles Rongo is a financial advisor at IBEX Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining IBEX in 2024, he worked at The Breakers Palm Beach and Opal Grand Hotel. He has been involved with USA Hockey since 2015. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment process, incorporating long- and short-term strategies and various derivatives.
Philip R
Series 65
Jupiter, FL
IBEX Wealth Advisors, LLC
Philip Rongo III is a financial advisor with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has worked in various roles since 2014, including positions at The Mullings Group, Cratus Capital, and Lowe’s. Outside of finance, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis along with the use of derivatives and structured products.
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